Question 1

What services does Helios Financial offer?

Accepted Answer

Helios helps with the big pieces of your financial life, all under one roof. That includes financial planning (like life insurance, annuities, head start plans, and solutions for business owners), retirement planning (401(k), 403(b), 457, and IRA strategies, plus pension rollovers), and estate planning (wills, trusts, and powers of attorney). Patty also offers notary services and bookkeeping, so a lot of what you need can happen in one trusted place.

Question 2

Who does Patty work with?

Accepted Answer

Individuals, families, and business owners across New Jersey. Whether you are just starting to think about the future, getting close to retirement, or wanting to protect what you have already built, Patty is happy to meet you exactly where you are.

Question 3

How do I get started?

Accepted Answer

The easiest first step is a free consultation. It is a relaxed, no pressure conversation where Patty gets to understand your goals and where you are today. You can reach her by phone at (856) 493-0590 or by email at pantzoulatos@heliosfinancialllc.com, and she will take it from there.

Question 4

Who will I be working with?

Accepted Answer

You will work directly with Patty Antzoulatos, the founder of Helios Financial. She graduated from Rutgers University with a degree in Finance and Accounting and a Master's in Business Analytics, and she spent her career as a tax professional and a banker before founding Helios. When you call, you are talking to the person who will actually be guiding you.

Question 5

Will I be pressured to buy something?

Accepted Answer

No. Patty is not here to sell you a product. She built Helios to build real relationships, and her goal is simply to walk with you through every step of your financial journey, at a pace that feels right for you.

Question 6

What does the name "Helios" mean?

Accepted Answer

Helios means sun in Greek. Patty chose it because that is exactly what she hopes to bring you: a little more light and clarity around your finances, so the future feels less uncertain and a lot more hopeful.

Question 7

Do I have to use all of the services?

Accepted Answer

Not at all. You are always welcome to start with just one thing, whether that is a retirement question, an estate document, or a notary appointment. Helios is here for whatever you need right now, and it is nice to know the other pieces are there when you are ready for them.

Question 8

How do I contact Helios Financial?

Accepted Answer

You can call or text Patty at (856) 493-0590, email her at pantzoulatos@heliosfinancialllc.com, or connect on Facebook and LinkedIn. She would genuinely love to hear from you.

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