Herrick Advisors

Gilbert Herrick - Investment Advisor Representative

My primary purpose for working in the financial advisory field is to provide total financial management services to affluent clientele seeking to secure a successful financial future for themselves and their families. I assist clients in selecting the most appropriate mix of investment vehicles to achieve growth and/or income in a tax-responsible manner. It is my goal to make a significant difference in the financial well-being of my clients.

The articles are provided for informational purposes only and not intended as a solicitation
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Newsletters

Should Your Portfolio Have a Conscience?

Socially responsible investing has been around at least since the 1960s, but it seems to be getting more attention lately.

Happy Birthdays?

The road to retirement winds through several birthdays that affect most Americans’ retirement benefits and tax circumstances.

It’s Your Home, Not Your Retirement

Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

Fuel for the Economy

The world has become so dependent on oil that most economies simply could not exist in their present forms without it.

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