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    Herbert Financial Group

    4.8 (17 reviews)
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    1 year ago

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    1 year ago

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    Andy H.

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    1 year ago

    Caring service! Smart folks took with. Appreciate their diligence. Will be back soon and wife likes them too.

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    1 year ago

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    1 year ago

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    Andy H.

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    9 months ago

    Theo is a great advisor and very passionate about cryptocurrency and investment advice.

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    1 year ago

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    2 years ago

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    Andy H.

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    2 years ago

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    1 year ago

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    2 years ago

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    2 years ago

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    Andy H.

    Thank you Narda. We appreciate you and the kind words

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    2 years ago

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    Review Highlights - Herbert Financial Group

    Andy is definitely the most accommodating and best well dressed closer that they have.

    Mentioned in 4 reviews

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    Integral Business Services

    Integral Business Services

    3.0
    (2 reviews)

    I know nothing about business aside from how to run mine. With Jesus he guided me the entire way…read moreand answered any questions I had, no matter how dumb I thought they were. He got my business complete in less than a week without me having to do anything. It was a simple call for consulting and form to fill. I went from feeling unsure to officially being a business owner. Thank you so much for the help

    Jesus did a good job helping me get my LLC, but this was overshadowed by his incompetence when it…read morecame to helping with my business license. The process dragged on for over 8 months with little to no communication about what the hold ups were. Maybe he took more on his plate than he was able to handle, or he doesn't have the skill to do this particular job? Regardless, offering a service where he was not able to provide adequate support made my experience as a customer extremely stressful. I hired him to alleviate the stress of paperwork and working with the city but his inability to move things along in a timely manner ended up putting more stress on me. Throughout the 8 months, these are some examples of how the customer service and communication were lacking: - Jesus no-showed on 2 in person appointments that he made with me. - I missed at least one deadline due to it not being communicated on time. - There were many times "their email wasn't working" for multiple weeks, but they didn't bother to let me know that mode of communication wasn't working. - There were countless times that I had to ask for updates because they didn't communicate regularly what the status of my business license was. - I found out about some surprise licensing fees several months into the process that I would have expected to know upfront. I would recommend going straight to the city planner instead of hiring Jesus unless you want the process to take way longer than necessary.

    Custom Business Planning and Solutions

    Custom Business Planning and Solutions

    5.0
    (8 reviews)

    Outstanding! Peter and Lydia went above and beyond in not only helping me to prepare a business…read moreplan, but also went to bat for me when it came to negotiating the lease. They were very efficient with their services as well. When I called at the last hour to ask for a business plan and application package to be delivered on Monday-they said they'd "get right on it!" I wasn't sure if this would actually happen or not? but it turns out they worked on it over the weekend, and on Sunday, which was a HOLIDAY! Wow! Amazing! They are efficient, and affordable and they will not waste your time, or steer you wrong. I have been APPROVED on my Salon application and I'm getting ready to sign the lease. I definitely would not have accomplished this without their help. Even after they were done working on my project, they STILL answered questions for me and guided me through the process at no charge. THey are really nice and honest people and I will ABSOLUTELY be using them in the future! (I'll prob need help with finances and setting things up) and YES they can help you wit that too! Don't waste your time calling a corporation that will sell you "tiered packages" and costly "analyses" of your consulting needs. Just call Peter and Lydia. They will make you feel like a priority and a friend!

    I had a strategy session with the Mehit's in 2017. In one hour they pulled out of services and…read morepricing. In 2021, I am still using what they gave me and it is still working! Peter and Lydia are the real deal and definitely worth the investment for their services! Thank you Lydia and Peter!

    Herbert Financial Group - taxservices - Updated August 2026

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