Most Recent Update: August 2024

This Privacy Policy explains how Marigold Financial Partners collects, uses and discloses personal information of its clients, prospective clients, and visitors to its website at www.marigoldfp.com

Information collected directly from you: We may collect personal information directly from you, for example, through a web form, during an on-line or in-person registration, while setting up an account with us, and/or when you contact us. Personal information we collect directly from you may include first and last name, address, email address, and phone number.  When you opt-in for SMS messaging, your information will not be shared.

USE OF PERSONAL INFORMATION
We use information collected directly from you to provide you with our services and products, client service and support, and other relevant information. We may also use this information to market our products and services to you, including text message subject to your consent. SMS opt-in or phone numbers for the purpose of SMS are not being shared. This company will not share or sell the customer's consent for SMS messages and phone numbers collected for SMS to any third parties under any circumstances.

We may also share your personal information if necessary to comply with applicable laws and regulations, to respond to a subpoena, search warrant or other lawful request for information we receive, or to otherwise protect our rights.

TEXT MESSAGE COMMUNICATIONS
If you wish to stop receiving text messages from us, reply STOP, QUIT, CANCEL, OPT-OUT, or UNSUBSCRIBE to any text message sent from us. For more information, see our Mobile Messaging Terms and Conditions.

YOUR PRIVACY RIGHTS
You may have the right to request access to the personal information we hold about you, or to request that your personal information be corrected or deleted. To exercise any of these rights, please contact us at 714-787-6903.

CHANGES TO THE THIS PRIVACY POLICY
We may update this Privacy Policy at any time. Please review it frequently.

CONTACT INFORMATION
If you have any questions about this policy or our privacy practices, please contact us at 714-787-6903.