About us

Welcome to Bernard Herold & Co., Inc.

BH & Co. has been providing financial services to individuals and institutional investors since 1972.

We have all the traditional products and services you need to provide for your family or corporate needs. Our customer service is the most important element that we offer.

Our founder, Bernie Herold, believed in keeping it simple: “Simple solutions and simple answers.”

Our staff is here to help you achieve your investment goals. 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.

We have assembled the right advisors and affiliates to help you achieve your goals. We are 30 advisors strong and have built an investment advisory service Herold Advisors, Inc., and an insurance practice through Herold Insurance Agency, Inc. for your use.

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

Larry Herold