At Synergy Financial Solutions, we prioritize the confidentiality and privacy of our clients' personal data. This Privacy Policy outlines how we collect, use, and protect your information, ensuring transparency and security.
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Information Collection: We gather personal data only when necessary, such as when you engage our financial consulting services. This may include your name, contact details, financial information, and any other relevant data required to provide our services.
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Use of Information: The data collected is utilized solely for the purpose of delivering tailored financial advice, enhancing our services, and maintaining client relationships. We may also use your information to comply with legal obligations and communicate with you about updates or offers.
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Data Protection: We implement robust security measures to safeguard your personal data from unauthorized access, alteration, or disclosure. Our staff is trained to handle your information with the highest level of confidentiality and respect.
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Third-Party Disclosure: We do not sell or share your personal data with third parties unless required by law or with your explicit consent. In cases where third-party services are utilized, we ensure they comply with our privacy standards.
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Cookies: Our website may use cookies to enhance user experience. You have the option to accept or decline cookies; however, declining may limit your access to certain features of our website.
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Access and Control: You have the right to access your personal data held by us and request corrections if necessary. For any queries or requests concerning your personal information, please contact us through our designated channels.
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Policy Updates: We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. Updated versions will be posted on our website with the effective date.
By using Synergy Financial Solutions' services, you consent to the terms outlined in this Privacy Policy. We are committed to protecting your privacy and ensuring your trust in our company.