Helm Financial Group
Finance · Texas, United States · 1-10 Employees
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Overview
Headquarters
2300 Highland Village Rd Ste 2222, Highl...Phone Number
(972) 581-8753Website
www.helmfinancialgroup.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
1
1
1
1
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1
About Helm Financial Group
Helm Financial Group, led by Brian Helm, specializes in providing financial planning services for individuals and businesses, focusing on retirement income planning and business financial strategies. The firm aims to assist clients from various backgrounds, particularly growing families, retirees, and small business owners, in achieving their financial goals through education and informed decision-making. Established in 2005, Helm Financial Group offers a range of services including life insurance, annuities, and long-term care insurance. The company is licensed to operate in multiple states and is affiliated with Principal Financial Group.Explore more
Helm Financial Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Helm Financial Group
<$5M
1-10
Private
-
1997
BH
Brian HelmSenior Financial Representative & Securities Registered Principal & Financial Representative & Advisor
$5.3M
11-50
Private
-
2015
TL
Ted LongneckerFinancial Representative & Registered Representative & Financial Advisor
<$5M
1-10
Private
-
2007
SL
Sarah LawyerPrincipal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor
<$5M
1-10
Private
-
2017
KS
Kevin SmithPrincipal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor
Company Profile Activity
Activity Insights
Helm Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Helm Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Helm Financial Group.
Helm Financial Group Tech Stack
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Helm Financial Group, led by Brian Helm, specializes in providing financial planning services for individuals and businesses, focusing on retirement income planning and business financial strategies. The firm aims to assist clients from various backgrounds, particularly growing families, retirees, and small business owners, in achieving their finan... Read More
