Privacy Policy

Last Updated: August 4, 2026

Helios Financial respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website or submit information through one of our online forms.

Information We Collect

We may collect information that you voluntarily provide through the website, including:

Your name
Email address
Telephone number
Company or organization name
Information included in messages, inquiries, or consultation requests
Any other information you choose to provide

Please do not submit Social Security numbers, account numbers, passwords, tax documents, medical information, or other highly sensitive information through a general website form.

We may also automatically collect limited technical information when you visit the website, such as your IP address, browser type, device type, referring website, pages viewed, and general website activity.

How We Use Your Information

We may use the information we collect to:

Respond to questions and consultation requests
Contact you about accounting, bookkeeping, financial planning, retirement planning, estate planning, wealth advisory, or related services
Evaluate whether our services may be appropriate for your needs
Schedule meetings or follow up on an inquiry
Operate, maintain, and improve the website
Understand how visitors use the website
Protect the security and integrity of our website
Comply with legal, regulatory, or professional obligations

Submitting a website form does not create an accountant-client, financial advisor-client, fiduciary, or other professional relationship.

Cookies and Website Analytics

This website may use cookies and similar technologies to operate properly, remember visitor preferences, measure website traffic, and understand how visitors interact with the website.

You may adjust your browser settings to block or delete cookies. Certain website features may not function properly when cookies are disabled. Where available, you may also manage nonessential cookies through the website’s cookie banner or privacy settings.

Wix and Other Service Providers

This website is hosted and supported through Wix. Wix and other service providers may collect or process information necessary to host the website, deliver forms, provide security, analyze website performance, or support other website features.

We may also share limited information with trusted service providers, professional advisors, technology providers, or contractors who assist us in operating our business. These parties are permitted to use the information only for the services they provide or as otherwise allowed by law.

Disclosure of Information

We may disclose information when reasonably necessary to:

Respond to your request
Operate or protect our business and website
Comply with a law, court order, subpoena, regulatory request, or legal process
Protect the rights, safety, or property of Helios Financial, our clients, or others
Investigate suspected fraud, misuse, or security incidents
Complete a merger, sale, reorganization, or transfer of business assets

Helios Financial does not sell personal information collected through this website in exchange for money.

Data Security

We use reasonable administrative, technical, and organizational measures intended to protect personal information. However, no website, internet transmission, or electronic storage system can be guaranteed to be completely secure.

Email and general website forms should not be used to transmit confidential financial records or highly sensitive personal information unless Helios Financial has provided an approved secure method.

Data Retention

We retain personal information only for as long as reasonably necessary to respond to inquiries, provide requested services, maintain business records, meet professional or regulatory requirements, resolve disputes, and enforce agreements.

Your Privacy Choices

Depending on where you live and which laws apply, you may have the right to request access to, correction of, or deletion of certain personal information. You may also have the right to withdraw consent or object to certain uses of your information.

To submit a privacy request, contact us using the information below. We may need to verify your identity before completing a request. Certain information may be retained when required by law or legitimate professional obligations.

Third-Party Websites

The website may contain links to websites operated by third parties. Helios Financial is not responsible for the privacy, security, content, or practices of those websites. We encourage you to review their privacy policies before providing personal information.

Children’s Privacy

This website is intended for adults and is not directed toward children under the age of 13. We do not knowingly collect personal information from children through the website.

Financial Privacy Notices

This Privacy Policy applies primarily to visitors and prospective clients using the Helios Financial website. Clients who establish a professional relationship with Helios Financial may receive additional privacy notices, disclosures, agreements, or information-security terms required by applicable financial, accounting, securities, or professional regulations.

Changes to This Policy

We may update this Privacy Policy periodically to reflect changes to our website, business practices, technology, or legal obligations. The updated version will be posted on this page with a revised “Last Updated” date.

Contact Helios Financial

Questions or requests regarding this Privacy Policy may be directed to:

Helios Financial
Lindenwold, New Jersey
pantzoulatos@heliosfinancialllc.com
(856) 493-0590