701 Route 73 S, Suite 2-123
Marlton, NJ 08053

(856) 985-1717

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Privacy Policy

Heald Financial Advisors may collect and store information for statistical purposes. For example, we may count the number of visitors to the different sections of our site to help us make our site more useful to visitors, or track where a browsing session originates to view marketing effectiveness. This is a standard practice and does not mean that we collect personal information the second you view our website. You do not have to give us personal information to visit our site. If you do nothing during your visit but browse through the website and read pages, we will gather and store certain information about your visit automatically. This information does not identify you personally. We do not host any personal information on our public network.

By sending us an electronic mail message, you may be sending us personal information (e.g., name, address, E-mail address). We may store the name and address of the requester in order to respond to the request or to otherwise resolve the subject matter of your E-mail. This information will be used to fill your request. In limited circumstances, including the Freedom of Information Act (FOIA), we may be required by law to disclose information you submit.

We recommend that you do not use unsecured or unprotected E-mail or any electronic methods to submit protected personal financial information to Heald Financial Advisors. You should contact us via phone or secure email to assure personal information security.

For security purposes and to ensure that this service remains available to all users, this computer system (web cluster) employs software programs to monitor network traffic to identify unauthorized attempts to upload or change information, or otherwise cause damage. These are standardized practices amongst any host of web presences or information databases and is necessary when requesting data from certain infrastructure configurations; ex: When you browse this site you are not always getting information from the same "internal" server, but each server must keep track of what user is requesting which data. Even though this web presence resides on a standard "www" "server" at all times the network and underlying infrastructure is always protected.

Cookies: A cookie is a small amount of information saved to your hard disk by your browser as requested by this server. Cookies are used extensively throughout most web sites (especially e-business sites) for relating traffic patterns and resources accessed to specific machines. Since the web is a stateless entity, a method is needed to track items added to an individual's browsing habits. Cookies are the method that Heald Financial Advisors uses to accomplish this. The cookies Heald Financial Advisors set consist of a random number that identifies only the machine, not any personal information about the individual. Per our own internal standards, these cookies are both persistent and static cookies meaning that they are deleted immediately after the user closes their browser and another to keep track of "returning visitors." Heald Financial Advisors does not maintain a historical database of cookies nor does it use cookies to profile users. It's simply to detect how popular the website is and what trends the average user follows.

Regardless of the information being transmitted to Heald Financial Advisors, we will protect all such information consistent with applicable law. We will not obtain personally-identifying information about you when you visit our site, unless you choose to provide such information to us.