Helmick & Company, LLC
Helping you plan for a more certain future
Helmick & Company, LLC is an independent insurance and financial services firm founded in 1989, helping clients build, preserve, and distribute wealth through risk management and tailored financial plans.
About
Helmick & Company, LLC is an independent insurance and financial services firm founded in 1989. From risk management solutions to individually tailored financial plans, they deliver informed and effective guidance to help clients navigate an increasingly complex financial landscape.
They work with individuals and business owners to protect what matters most through life, disability, long-term care, and health insurance products, as well as wealth management and investment services.
Services
Life Insurance
Life insurance products for personal and business protection needs.
Disability Insurance
Income protection through disability insurance products.
Long Term Care Insurance
Long-term care insurance to protect assets and provide care options.
Wealth Management
Individually tailored financial plans and investment management services.
Business Succession Planning
Planning services to protect businesses for the future, including buyouts and continuity planning.
Key Person Coverage
Insurance to protect businesses from the loss of key employees.
