Strategic Alliances

Expert Collaboration On Behalf Of Clients

Rarely is one financial professional or one investment firm an expert in all areas, so building a team where all members work collaboratively on behalf of the client is a key benefit. In addition to working with your own accountants, attorneys, insurance agents, and others, our team members will strategize with skilled third-party tax, legal, and insurance specialists with whom we have relationships in order to provide solutions for you and/or your business.

As an example, if you have complex tax and accounting matters that need solving, we invite a qualified CPA® to have a meeting with you and our team members. For complex insurance or legal challenges, we call upon accomplished attorneys and insurance professionals who can step in, analyze the situation, and recommend solutions. Estate and philanthropic planning services are also available.

As a result of successful collaboration, our clients receives extraordinary service, and everyone is a winner.

Four Pillars Of Strategic Alliance Collaboration
Strategy|Solutions|Skill|Success

Company Info

35 Pinelawn Rd., Suite 101E
Melville, NY 11747
631.454.2000

805 Third Avenue
18th Floor
New York, New York 10022
212.371.3950

OUR DISCLOSURE

Wealth Advisory solutions provided by subsidiaries of Percheron Asset Management Group, Inc.: Herold Advisors Inc. and Lantern Wealth Advisors, LLC., SEC registered investment advisors. Securities offered through Herold & Lantern Investments Inc., a registered broker dealer, Member FINRA, MSRB, SIPC.

Bernard Herold & Co., Inc.
Rule 606(a)1 Reporting Public Disclosure

 

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Welcome!

Welcome to Herold & Lantern Investments, Inc., and our new web site! We invite you to take a look around.

Bernard Herold & Co., Inc., and Lantern Investments, Inc., both family-owned firms with decades of experience, have merged to become Herold & Lantern Investments, Inc.  What that means to our existing clients is simple: stabilityand opportunity.  Clients keep their account numbers, and the same talented professionals will continue to serve them. Plus, with significantly enhanced and technology driven capabilities, our already excellent level of customer service will be even better. Read more about the merger.

As you navigate the site you will see the scope and range of our services. We hope you will get to know more about the firm, and its leadership. One thing you can be assured of is that we remain committed to responsiveness. Clients can always reach their investment professionals, or either of us, directly.

If you are an investment professional interested in learning more about our firm, our plans for growth, and the opportunities we offer, let us hear from you. Your passion for financial services, and sincere desire to help your clients reach their goals, means that we should talk.

We have many people to thank for helping us reach this new milestone, but our success has, and always will, come from the trust our clients put in us – a trust we strive to earn every day.

 

With sincere appreciation,

 

Keith lanton
President

Larry Herold
Chief Operating Officer