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"With thirty years of experience in financial services, I have encountered numerous situations where a lack of planning has resulted in negative outcomes. I am very proud of BlueShore Financial and its team of specialists and how they are helping clients achieve positive results."
A seasoned business professional, Herta believes building trust and understanding client’s needs are the initial key steps to meeting their goals. With a better understanding of her clients’ complete financial picture, Herta is able to offer business banking, financing, and investment solutions supported by her network of specialized partners.
“I look for ways to assist my clients, not only financially, but in all aspects of their lives.” Herta specializes in areas of lending, deposit gathering, investments and other business services.
As a business advisor, she is able to draw upon a strong team of specialists to take care of such matters as succession planning, key person insurance**, leasing, acquisitions, property development and more.
Insurance services provided by BlueShore Wealth.