Our Services
From your first retirement account to your family's legacy, Helios brings the financial guidance New Jersey families and business owners need under one roof.
Accounting Services
Bookkeeping keeps your records accurate. Accounting helps you understand what they mean. Drawing on years as a tax professional and accountant, Patty turns your numbers into a clear picture, so you can make confident decisions and walk into tax season ready.
Make sense of your books and reports
Walk into tax season prepared
Bookkeeping Services
Clear books bring real peace of mind. Whether it is your household or your business, Patty helps keep your finances organized, accurate, and up to date.
Personal bookkeeping
Business bookkeeping
Organized, current records
Financial Planning
A plan built around your life, not a one size fits all product. Together we look at where you are and where you want to be, then put the right pieces in place to help you get there.
Life insurance
Annuities
Head start plans
Business owner solutions
Retirement Planning
The years you have worked so hard for deserve a real strategy. We make sure your savings are working for you, and that you always know what to expect.
401(k) guidance
403(b) guidance
457 Plans
IRA's
Pension rollovers
Estate Planning
Protecting the people you love is one of the most caring things you can do. We help you put your wishes on paper so your family is cared for and nothing is left to chance.
Wills
Trusts
Power of attorney​
Notary Services
When you need a document notarized, you should not have to hunt for help. Patty offers reliable, convenient notary services for the paperwork that matters most.
​Reliable notarization for important documents