Josh Laychock
Josh Laychock is a registered investment advisor at Herbein Financial Group, LLC, based in Allentown, PA, with 19 years of industry experience. Josh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
All investment management services are provided through Northeast Financial Group (NEFG). Clients of Herbein Financial Group (HFG) will receive NEFG's disclosure brochure, which details NEFG's investment management fees. HFG clients do not pay a higher fee for accessing NEFG through HFG; the fee is the same as if the client went directly to NEFG. HFG and NEFG share the fee.
Location
3435 Winchester Road, Suite 102, Allentown, PA, 18104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Josh is a 50% partner in Northeast Financial Advisors, LLC, supporting real estate ventures, spending minimal time on it. He also holds non-managing member roles in several LLCs and funds, receiving updates and dedicating minimal time to each, and he sells fixed insurance, annuity, disability, and long-term care contracts.