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Financial Planning in Middleburg Heights OH & Medina OH

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At Hertvik Insurance Group, we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from Hertvik Insurance Group, you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:

  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement

Our specialists can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, Hertvik Insurance Group is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact Hertvik Insurance Group today to see how Financial Planning can help achieve your goals.

Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved.

Our Locations

Hertvik Insurance Group

7530 Lucerne Drive, Suite 110
Middleburg Heights, OH 44130
Main office: 440-243-2229
Toll free: 800-467-3254
Fax: 440-243-2552

Badamy Insurance

4408 Timber Commons Drive
Sandusky, OH 44870
Main office: 419-502-2200

Brown & Associates

6277 Frank Ave. NW
North Canton, OH 44720
Main office: 330-499-0206
Toll free: 800-467-3254
Fax: 440-243-2552

Our Providers

Testimonials

Always have a great experience with the girls. Very helpful and friendly and such quick responses! Thank you!!!

Kimberlee R.
You are easy to work with and are always looking out for my family's best interest without being pushy.

Michael R.
I get a quick response to any questions or concerns. Everyone is always very pleasant to talk to.

Charles C.
Paperwork has been easy to sign and file (all available online), fast response when questions are asked, always polite AND our price went down for the next year!!! That’s kind of unheard of in the insurance business!!

Allen J.
Quick responses and knowledgeable.

Jerry N.
Hertvik group has made sure that I have the appropriate coverage at the best price. They also answer the phone or call back promptly.

Linda O.
One point of contact is nice & I like the fact that you can offer multiple companies instead of forcing us into one

Heather L.