Excellent
Based on 23 reviews
Helm Financial5.0Honesty, pricing, process and quality scores appear once 5 customers have rated them.
We protect your business in 3-D by looking at the 3 ways your business could lose someone important; by death, by disability and by a decision to leave. There is always the possibility of rough seas ahead, so let us help you better prepare your business.
Helm Financial (helmfinancial.com) has 23 customer reviews on Folks Told, with an average rating of 5.0 out of 5.
23 approved reviews, newest moderated first
Lisa W.
Zach Taylor at Helm Financial has been a huge help with our family's financial planning. He clearly explains different options and the pros and cons. We highly recommend working with Helm!
Reply from Helm FinancialSep 17, 2020
Thanks Lisa!!
Bob S.
Helm is very responsive and willing to listen to my desires and goals. It’s good to have the sense that someone has my interests in mind, and I’m no just a number. Trust is key and it goes both ways. Well done Helm.
Reply from Helm FinancialSep 17, 2020
Thanks for the great review Bob!!
Sue Z.
What a pleasure to work with Alex Grammatic of Helm. He's knowledgeable, honest and hard-working, and managed to get us the best insurance policy for the most reasonable cost. A win-win. My husband and I highly recommend doing business with Helm Financial.
Reply from Helm FinancialSep 10, 2020
Thanks for the review Sue!!!
Sam-Marlene P.
I have known Alex Grammatic for several years and have confidence in his integrity in business.
Reply from Helm FinancialSep 10, 2020
Thank you!!!
Jon M.
Zach & his team are true professionals. Zach goes above & beyond for his clients & I highly recommend working with him! If you're in need of succession planning, life & disability insurance or any other financial services & planning, he can help & will take good care of you.
Reply from Helm FinancialSep 4, 2020
Jon thanks for the great review! We appreciate you taking the time to send us your feedback!
Amber C.
Helm Financial is revolutionizing the key person insurance industry and without a doubt, they should be your pick for key person life and disability insurance. When my boss asked me to find "key person insurance quotes", I honestly had little idea what he meant. Thank goodness Helm Financial was there when I was searching for a calculator because Alex & Zach were my saving grace. The calculator was wonderful which lead me to contact them about getting a more accurate quote. They explained everything to me in a way I understood and made me look great when they presented everything to my boss. We took part in their unique Rapid Protection Program and felt confident we had the best price for the best insurance when the program was complete. To my knowledge, no one else in the insurance agency is doing this, but it makes SO much sense! My boss got a great insurance plan and our company got a great partner for executive compensation planning and more. Zach & Alex care about their clients and I truly can't recommend them enough.
Reply from Helm FinancialSep 4, 2020
Wow!!! Thanks Amber!
Rachel
Life insurance was something I was very unfamiliar about and I was a little nervous about the process but Helm made it really easy for me and I feel relieved now that I have the right protections in place.
Reply from Helm FinancialSep 4, 2020
Thank you for your review!!! It was great working with you and we are pumped we could help the make the process easy for you and you are in a great spot now with your protections.
