Testimonials
"Miriam is a dedicated and honest insurance professional that
diligently helps all her clients with their needs. She is a
valued resource to our firm and any company that she serves."
Steven P. Rosen, CPA, MBA, DBA Vice President / CTO Rosen &
Company Certified Public Accountants, Inc.
"Miriam is excellent at clarifying your needs in an
interactive manner to help choose the best solution. She
thoughtfully explored the objectives and options to bring the
most cost effective solution guiding me through the decision
making process to produce a high quality result, even in the
case of limited time health insurance where she would receive
little or no remuneration for her efforts. She is particularly
effective with seniors given her patience and understanding
which I have seen in her dealings with other clients. In my case
I was quite knowledgeable.
When I sought services for insurance products she did not
offer, she referred me to quality resources from which I could
choose the best provider. I offer her an unqualified
recommendation"
Carl Jacobs
"At the recommendation of a close friend, I contacted Miriam
regarding health insurance options available to me as I'm
required to purchase and individual policy. Her industry
knowledge is excellent, and she applied this knowledge across
carriers, plans, etc... to personalize a recommendation for me
that meets my needs. This is invaluable to me.
She demonstrated upmost sincerity working with me. I have
genuine peace of mind now based on her efforts, needless to say
I'm very grateful."
Dan Noah
"I've known and worked with Miriam for ten years and know that
she works hard to achieve our mutual interests, and has great
perseverance in her commitment to achieve excellent results."
Joe Musser
"Miriam is a dedicated professional. She is well-versed in
her industry and always makes her suggestions based on a
combination of her knowledge base and having my best interest at
heart."
Janine Enright
“I adore Miriam and always enjoy working with her. She is an
exceptionally caring and intelligent woman. She provides
outstanding customer service and has been invaluable in
handling my insurance needs
Gaye Nelson, The Professional Fairy Godmother
At The Helm Insurance &
Financial Services specializes in Life Insurance, Medical
and Dental coverage, Disability Income Insurance, Long Term
Care Insurance, Medicare Supplement plans, Senior plans,
Annuities, Travel Insurance, International Medical
Insurance; Group Health, Dental and Vision, Group life and
Disability; Cafeteria plans (Sec 125), Retirement Planning,
and Buy Sell/Key Person Insurance. At The Helm Insurance &
Financial Services is proud to serve West Hills, Woodland
Hills, Beverly Hills, Chatsworth, Tarzana, Encino, Van Nuys,
Sherman Oaks, Camarillo, the greater San Fernando and Conejo
Valley, as well as greater Los Angeles and Northern and
Southern California.
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