
When you submit a form, book a consultation, or contact us, we may collect your name, email address, phone number, and any information you voluntarily provide related to your financial inquiry or consultation request.
We may also automatically collect basic website usage data such as browser type, IP address, pages visited, and time spent on the site to improve website performance.
We use your information to:
Respond to inquiries
Schedule and provide financial consultations
Send service-related communications
Provide customer support
Improve our services and website
No mobile information will be shared with third parties for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service or technical support, 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.
We implement reasonable security measures to protect your information. However, no online transmission can be guaranteed to be fully secure.
Our website may use cookies to enhance user experience and analyze website traffic. You may disable cookies through your browser settings if preferred.
You may request access, correction, or deletion of your personal data at any time by contacting us.
We may update this privacy policy from time to time. Any updates will be posted on this page.
If you have questions about this policy, contact:
Cliff Jones Financial Strategies
+1 (212) 470-7868

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