Alex, Zach and the Team at Helm have gone to great lengths to keep my family and I on the right track to a secure financial future. Admittedly, I’m not the best at keeping up with my own busin... See more
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Alex was knowledgable, presented choices, and discussed what various options meant for us. He was always available to answer questions and concerns via email or cell phone. We were confident that h... See more
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Zach Taylor has been a tremendous asset in planning my financial future. After just 3 short years post graduate school with 300K in debt I was able to buy my first home and a dream car. None of this w... See more
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Zach has been excellent and continues to work hard to make sure my family and I are well positioned for our future and our goals. Zach has a knack for helping you understand what can at times seem ver... See more
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Company details
Written by the company
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.
Contact info
50 Pointe Place, Unit 27, 03820, Dover, United States
- 603-605-1087
- info@helmfinancial.com
- helmfinancial.com
Zach & his team are true professionals
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.
4 September 2020
Unprompted review
Reply from Helm Financial
Jon thanks for the great review! We appreciate you taking the time to send us your feedback!
Helm Financial: Revolutionizing the Insurance Industry
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.
4 September 2020
Unprompted review
Reply from Helm Financial
Wow!!! Thanks Amber!
So easy!
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.
4 September 2020
Unprompted review
Reply from Helm Financial
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.
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