At Wealth Bridge Financial Services, your privacy is our priority. We are committed to protecting the personal information you entrust to us and ensuring its secure and responsible use.
We may collect the following types of information when you engage with our services:
• Personal Identification Information: Name, address, phone number, email address, and other contact details.
• Financial Information: Income, account details, tax records, and other data necessary to provide financial advice or services.
• Usage Data: Information about your interaction with our website, emails, or other digital platforms.
We collect and use your information to:
1. Provide personalized financial advice and services.
2. Communicate important updates, including changes to policies, account details, or industry news.
3. Enhance your experience through tailored recommendations and service improvements.
4. Comply with legal and regulatory requirements.
We implement industry-standard security measures to safeguard your data, including:
• Encryption of sensitive information.
• Regular monitoring of our systems for vulnerabilities.
• Access controls to ensure that only authorized personnel handle your data. Sharing Your Information We do not sell your personal information. We may share your data only:
• With trusted partners or service providers who assist in delivering our services, under strict confidentiality agreements.
• When required by law or regulatory authorities.
• Access, correct, or update your personal information.
• Opt out of marketing communications at any time.
• Request deletion of your data, subject to applicable legal or regulatory obligations.
Our website may use cookies and similar technologies to enhance your online experience. You can manage your cookie preferences through your browser settings.
We may update this Privacy Statement from time to time. Any changes will be posted on our website with the revised date.
If you have any questions or concerns about our privacy practices, please contact us at:
Wealth Bridge Financial Services
Email: [email protected]
Phone: 470-470-5482
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