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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Allan Herz is a financial advisor associated with The Colony Group, LLC. Gary is a Certified Financial Planner and has been working in the industry since 1990. Gary holds Series 7 and Series 63 licenses and is registered in Connecticut, New Jersey and Texas. Gary has experience working with a wide range of clients including individuals, families, charitable organizations, corporations and businesses. Gary has particular experience with high-net-worth individuals and offers a variety of services including financial planning, portfolio management and tax preparation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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NJ
11/07/2024 - Present
THE Colony Group, LLC (Parsippany NJ)
NA
11/20/1990 - 06/04/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
11/20/1990 - 06/04/1991
IDS LIFE INSURANCE COMPANY
BC
Issued 11/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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