Your Privacy Matters to Us
At FinServe Club, we are committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains how we collect, use, and protect the data you provide when visiting our website or engaging with our advisory services. By using our site, you agree to the practices described below.
1. Information We Collect
We collect only the information necessary to provide personalized financial guidance and improve your experience. This may include personal and non-personal data that you voluntarily share with us.
Types of Information
We collect information in several ways to deliver accurate insights and communications:
- Personal Information: such as your name, email address, phone number, and basic financial details shared via forms or consultations.
- Website Usage Data: such as browser type, device information, IP address, and pages visited - used to improve site performance and usability.
- Cookies: small text files that enhance your browsing experience and help us understand how visitors interact with our website.
2. How We Use Your Information
- To respond to inquiries and provide requested financial guidance.
- To improve our website, services, and communication relevance.
- To send educational materials, market insights, and retirement planning updates (only if you’ve opted in).
- To comply with applicable laws, regulations, and fiduciary obligations.
3. Data Protection & Security
We take your privacy seriously. FinServe Club implements administrative, technical, and physical safeguards to protect your data from unauthorized access, misuse, or disclosure. We do not sell, rent, or trade your personal information to third parties.
4. Third-Party Links
Our website may include links to external websites for educational purposes. We are not responsible for the privacy practices or content of these third-party sites. We encourage you to review their individual privacy policies before sharing any personal data.
5. Your Rights
- Request access to your personal data we hold.
- Request correction or deletion of your data.
- Opt out of marketing emails at any time by clicking “Unsubscribe.”
6. Policy Updates
FinServe Club reserves the right to update or modify this Privacy Policy at any time. Updates will be posted on this page with a revised effective date. Please review it periodically to stay informed about how we protect your information.
7. Contact Us
If you have any questions about this Privacy Policy or how your data is handled, please contact us at:
- Email: mail@finserve.club
- Phone: (727) 380-2793
- Address: 300 E Bay Dr, 1st Floor, Largo, FL 33770