Privacy Policy
Privacy
Privacy Policy
This Privacy Policy explains how we collect, use, and protect information when you visit our website, contact us, or use our services.
Information We Collect
- Information you provide directly, such as when you submit a form, contact us, or request service.
- Information collected automatically, such as browser type, device information, and website usage data.
- Information from service providers or third parties when needed to support website functionality and business operations.
How We Use Information
- To respond to inquiries and provide customer support.
- To operate, maintain, and improve our website and services.
- To send service-related communications, including appointment or service updates where applicable.
- To comply with legal obligations and protect against fraud or misuse.
Data Sharing
We do not sell, rent, or share your personal information with third parties or affiliates for their marketing or promotional purposes.
No mobile data will be shared for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Text Messaging & Consent
If you provide your phone number and consent to receive text messages from us, we may send you service-related or account-related text messages. Message frequency may vary. Message and data rates may apply.
You can opt out of receiving text messages at any time by replying STOP. For help, reply HELP or contact us directly.
Cookies & Tracking Technologies
We may use cookies and similar technologies to help our site function, understand usage, and improve performance. You can control cookie preferences through your browser settings.
You can find information on how to manage cookie settings on certain browsers via the following links:
- Cookie settings in Chrome
- Cookie settings in Firefox
- Cookie settings in Internet Explorer
- Cookie settings in Safari
Your Choices
- You may choose not to provide certain information, but some site features may not function fully.
- You can adjust cookie preferences through your browser settings.
- You can contact us at any time with questions about your information or communications preferences.
Contact Us
For questions about this Privacy Policy, call 718-370-3131 or visit our Contact page.
We work closely with our clients' tax, financial, and legal teams to evaluate the information within their portfolio and ensure that any planning concepts are seamlessly integrated into their overall financial landscape.