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Providing premier financial services to individuals & institutional investors since 1972

Whether you’re preparing for retirement, saving for your children’s education, growing your business, or planning your estate, our straightforward approach helps you navigate through the complicated universe of investments. We believe that our personalized service and the relationship that we build with you will help you reach your financial goals.

Thanks again for considering BH & Co. We hope your experience is enjoyable and prosperous.

We are 25 advisors strong and have built an investment advisory service Herold Advisors, Inc., and an insurance practice through Herold Insurance Agency, Inc. for your use.


Larry Herold
President, Bernard Herold & Co., Inc.


Bernard Herold & Co., Inc.

Bernard Herold & Co., Inc.