Helm Financial Reviews

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 business. The follow through, updates and reminders have been incredibly helpful; to keep us on track and engaged.

I’d 1000% recommend Helm Financial to anyone trying to increase their personalized connectivity with their financial portfolio.

Date of experience: November 09, 2020

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 he would always follow through and check up on how things were going, and if we felt they were proceeding smoothly.
He was professional and addressed our specific insurance needs. We would recommend Helm financial and Alex Grammatic if your business has insurance needs.

Date of experience: September 18, 2020

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 would have been possible without Zach's help and guidance. I look forward to the continued collaboration and financial stability with his help going forward.

Date of experience: September 11, 2020

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 very complicated. Overall I've been very happy with my time with Zach and Helm Financial.

Date of experience: September 14, 2020

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.

Date of experience: September 04, 2020

I have known Zach Taylor for years. He takes pride in helping his clients make the right financial decisions. It is important to him that they understand the plan and are 100% comfortable with it. Zach is one of the most enthusiastic and authentic people I know.

Date of experience: September 13, 2020

Alex was communicative and made sure all of my questions were answered. I would recommend reaching out to him if you were interested about the services he offers to see what he can do for you. I had a good experience and would recommend Helm Financial to others.

Date of experience: September 18, 2020

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!

Date of experience: September 11, 2020

Zach and his team are true professionals: honest, prompt, and kind. It has been a joy being their client. It’s a great relief knowing that my best interests are in such great hands. I can’t recommend them highly enough.

Date of experience: September 11, 2020

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.

Date of experience: September 06, 2020

Helm Financial is as professional as it gets. Not only do they know how to protect your future but they provide top notch customer service while doing it.

Date of experience: September 11, 2020

I found Helm Financial to be professional, caring and committed to ensure my goals and ideals were best possibly served. I am certain my financial decisions are in good hands.

Date of experience: September 18, 2020

Helm was very helpful, professional and fast with getting me my policy. Highly recommend

Date of experience: October 15, 2020

Zachary Taylor, of Helm Financial, provided my family with the security we needed to feel confident and prepared for the future. We highly recommend their services.

Date of experience: September 18, 2020

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.

Date of experience: September 04, 2020

Zach was extremely helpful in securing my financial future. I am confident you not will find better advice anywhere else.

Again, thanks!

Date of experience: September 11, 2020

From start to finish I always felt comfortable and knew my best interest were always front of mind

Date of experience: September 18, 2020

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.

Date of experience: September 04, 2020

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.

Date of experience: September 11, 2020

Helm Financial has bee extremely knowledgeable, tailoring financial solutions to unique and specific needs. A pleasure to work with.

Date of experience: September 14, 2020