Fred Helfrich has been a Senior Financial Advisor in Sym Financial Advisors since 2010. Furthermore, the person has professional experience at more than four companies using similar skills. Fred has a total work experience of 51+ years. Fred Helfrich studied at the College For Financial Planning from 1984 to 1986. Now this expert lives in Warsaw, Indiana region. Find this expert's current contacts through our search.
Name variants:
Freddie Helfrich
Last updated May 13, 2024
Contact Information
Last Update
Jul 11, 2022
Email
fh**@sym.com, fr**@sym.com
Location
Warsaw, IN
Company
Workplace
Colleagues
Work History
Senior Financial Advisor
801 Park Ave, Winona Lake, IN 46590
As part of a dedicated advisory team, build strong relationships with clients and assist them in attaining their financial goals. Develop and maintain financial plans for high-net-worth indi...
from Jan 2010
Senior Financial Advisors
801 Park Ave, Winona Lake, IN 46590
Jan 1, 1981 — Dec 1, 2009
Certified Financial Planner
801 Park Ave, Winona Lake, IN 46590
from Jun 1, 1986
Education
Occupations
Financial Broker
Financial Consultant
Counselor
Accountant
Finance and Accounting Specialist
Financial Services Professional
Financial Services Sales Agent
Advisor
Accounting Bookkeeper
Bookkeeper
Skills
Wealth Management
Options
Financial Planning
Investments
Financial Advisory
Estate Planning