Broker Check

Team Herzog

Our clients are concerned with the complexity of preserving their wealth from hidden roadblocks that can implode their life plan.  Our priorities focus on tax efficiency, risk management, estate preservation and the passage of wealth. We take great care to uncover our clients’ life goals and why they are important to them and utilize many strategies to optimize their core values.  Team Herzog brings 60 years of research and dedication to create flexibility and provide solutions for an ever-changing world.

Tax Efficiency

Wealth Management

Charity & Legacy

Team Herzog Advisors

Team Herzog Support

Suzanne Herzog

Suzanne Herzog

Administrative Assistant

321-253-9220

Rose DiLecce

Rose DiLecce

Licensed Assistant | Operations Manager

321-735-4994

Did you know?

Did you know?

Team Herzog is a member of the Society for Financial Awareness (S.O.F.A.) and has exclusive rights to represent them throughout Brevard County and offer free educational seminars on financial literacy at your workplace.