My Mother trusted this firm for years and they have done her an excellent service. My two brothers and I are now active with the services and are extremely pleased with Alex Plantonov our prime adviser. Keep up the Great Service Alex!
July 2019
it has been a tough experience especially my withdrawal...rules are endless and there are not written
Herold & Lantern Investments is committed to providing our clients with a personalized experience. Our family-owned business, created through the merger of Bernard Herold & Co. and Lantern Investments, is founded upon four pillars of client experience: dedication, accountability, proactivity and responsibility. We are a wealth management boutique with a national presence that serves individual and broker-dealer clients. We educate and guide our clients to help them achieve their financial goals through a thoughtful process that combines risk management, capital growth and wealth preservation. We leverage smart technology to deploy a comprehensive suite of investment strategies, including our in-depth bond expertise.
