HERBEIN ANNOUNCES NEW WEALTH ADVISORY PRACTICE
READING, PA (March 27, 2023) – Herbein + Company, Inc. (Herbein), a leading CPA advisory firm, announced today the creation of Herbein Financial Group – a strategic partnership with Northeast Financial Group, Inc. (NEFG).
Based in Reading, PA, Herbein Financial Group provides wealth management and retirement plan solutions for individuals, businesses, and retirement plans. The new entity will be led by NEFG Principal and Herbein Financial Group Partner Josh Laychock. With over 20 years of financial services experience, Laychock specializes in fiduciary best practices for qualified retirement plans and delivering a comprehensive approach for private wealth solutions.
“We’re excited to reestablish our firm in the wealth management category, which we view as a critical element in our portfolio of services,” said Herbein President & CEO David W. Stonesifer, CPA. “Herbein Financial Group professionals are ready to help our clients preserve and grow their wealth and plan for their financial futures.”
Founded in 1987, Northeast Financial Group, Inc. (NEFG) is a respected independent Registered Investment Advisory firm and maintains a commitment to providing comprehensive fiduciary and investment services. The team currently manages approximately $850 million in assets under management.
“Partnering with Herbein represents an exceptional strategic and cultural fit. As Herbein Financial Group, we will increase the depth and breadth of our services and position the new firm as a premier wealth management provider in the region,” said Josh Laychock.
Herbein Financial Group, LLC* does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.
* All advisory services are provided through a joint venture between Herbein Financial Group, LLC and Northeast Financial Group, Inc. Investment advice is provided primarily through Northeast Financial Group, Inc. The two firms are under common control. Securities offered through Leigh Baldwin & Co., LLC Member
