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Basil Herzstein, CFP®

Basil Herzstein, CFP®

Financial Professional

Hello, and welcome to my web site. I am a financial professional with Equitable Advisors. Wanting to help people is what first attracted me to the financial services industry, and that is what has kept me going throughout my career.

For over 30 years, I have  helped  my clients protect themselves, their families and their businesses from the unexpected turns life often takes, and guided them toward a solid financial future.

Whether you are interested in protection for your family, education funding for your children, a financially secure retirement or the growth of your business, I can help you achieve your goals by designing a financial strategy specific to your needs.

If I can be of assistance to you, your family or your business in helping to make any financial goal a reality, please contact me at 301-230-2677.