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About Helfman Business Consultants

A Message from Marvin Helfman, our Managing Member and CEO

Our clients' needs are always first and they can rely on my skills, education, and experience to make sure their needs are met. I have over 35 years of business experience in all aspects of business operations, supplemented by my advanced education. If a client has specific or very complex requirements beyond my abilities, I can pull from my list of expert partners who work with Helfman Business Consultants to address these situations.

My Experience
  • Planned, started, and operated over a dozen small businesses and helped hundreds of other entrepreneurs with their businesses
  • More than 14 years of Wealth Management, Investments, and Financial Planning
  • More than 12 years in Business Banking

  • More than 25 years of Business Management and Marketing

  • More than 20 years of accounting, and tax experience, including three years of federal income tax audit experience

My Education
  • Master of Business Administration

  • Bachelor of Arts, Business Administration—Major in Accounting, Minor in Marketing and Entrepreneurship

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