Helping You Navigate Your Future™ - At The Helm Insurance & Financial Services is an insurance and financial services firm serving West Hills, Woodland Hills, Beverly Hills, Chatsworth, Tarzana, Encino, Van Nuys, Sherman Oaks, Camarillo, the greater San Fernando and Conejo Valley areas, Los Angeles and Southern California. At The Helm Insurance & Financial Services offers life insurance, medical (health) and dental coverage, disability income insurance, long term care insurance (LTC), 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, key person insurance, and much more.

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.

At The Helm Insurance & Financial Services
6520 Platt Ave., #854 West Hills, CA 91307-3218
Phone: (818) 888-3205   Fax:     (818) 592-6378
California License #0B59783

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