Institute for Financial Awareness

"My husband and I have worked with Nick Herman and his amazing staff for a number of years! Nick is trustworthy, knowledgeable, professional, effective and efficient! We rely heavily on his expertise and he has never let us down. He’s honest in his recommendation of products and always provides wise counsel regarding our financial matters. I’ve recommended him to many friends and family members. All have been extremely satisfied with his knowledge and his ability to assist them, even on difficult matters. If you want an honest, compassionate, effective and professional financial advisor, Nick Herman is the person to call! We would not have the financial freedom we enjoy today in retirement if it were not for Nick’s guidance and expertise. Trust me, you are in good hands with Nick Herman!"

"Nick has been financial adviser to my husband and myself for many, many years now, and I love working with him. He is so easy to work with and I am confident that I will be financially secure for the rest of my days, thanks to his wise advice and handling of our financial resources."

"I'm so pleased to have found this financial group. Eric and Nick are extensional. I needed help because I trusted the wrong group and they salvaged what could have been lost. This company cares and gives you personalized financial advise that is best for you and or your company!"

"We have used paid financial planners over the years and nothing matches the integrity and advocacy for your investments like Nick and Mario. I wish I had found them years ago. I would’ve saved my family a lot of money and worry over whether I was making the right choices. Because they work for a 501(c)(3) Nick and Mario are true fiduciaries that only have your best interests at heart. We are sleeping more soundly knowing that Mario and Nick are our advocates."

"Very great financial resource! Mario, in particular, helped us create a great financial plan that we feel good about. We left feeling empowered and more knowledgeable about our financial future. He was very patient and clear throughout the entire process and made sure we understood every aspect of the plan before making any final decisions. He has the heart of a teacher and I would recommend him and The Institute of Financial Awareness to anyone who is looking to design a solid financial plan based on their own individual needs."