Privacy Policy for RE Financial Solutions
1. Introduction
RE Financial Solutions ("we," "us," or "our") respects your privacy and is committed to protecting the personal data you provide through our website www.refinancialsolutions.com (the "Site") and our financial advisory services.
This Privacy Policy describes what information we collect, how we use it, who we share it with, and what rights you have regarding your data. By using our Site or our services, you agree to the practices described in this document.
2. Information We Collect
We may collect the following types of information:
Information you provide directly:
Full name
Email address
Phone number
Mailing address
Information provided when contacting us, scheduling a consultation, or subscribing to newsletters
Any other information you choose to share through contact forms
Information collected automatically:
IP address
Browser and device type
Pages visited and time spent on the Site
Cookies and similar technologies (see Section 6)
We do not routinely collect sensitive financial information through the Site, such as bank account numbers, credit card numbers, or Social Security numbers. If this changes in the future, we will update this Policy and inform you of any additional applicable protections.
3. How We Use Your Information
We use the information we collect to:
Respond to your inquiries and contact requests
Schedule and manage appointments or consultations
Provide information about our financial advisory services
Send marketing communications, newsletters, or updates (you may unsubscribe at any time)
Improve the functioning and content of our Site
Comply with legal and regulatory obligations
Prevent fraud and protect the security of the Site
4. Legal Basis and Regulatory Compliance
As a financial advisory firm operating in the United States, we may be subject to applicable federal and state laws, including, where applicable, the Gramm-Leach-Bliley Act (GLBA) and the privacy laws of the states in which we operate (for example, the CCPA/CPRA in California, if applicable). If, in the course of providing services, we come to collect nonpublic personal financial information subject to GLBA, we will provide you with the corresponding privacy notice required by that law.
5. How We Share Your Information
We do not sell your personal information. We may share your information with:
Service providers: companies that help us operate the Site (hosting, web analytics, email services), subject to confidentiality obligations.
Legal authorities: when required by law, court order, or to protect our legal rights.
In connection with a business transaction: such as a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.
6. Cookies and Tracking Technologies
Our Site may use cookies and similar technologies to improve your experience, analyze Site traffic, and personalize content. You may configure your browser to reject cookies; however, this may affect some Site functionality.
7. Data Security
We implement reasonable technical and organizational measures to protect your personal information against unauthorized access, loss, or alteration. However, no method of transmission over the Internet or electronic storage is completely secure, so we cannot guarantee its absolute security.
8. Data Retention
We retain your personal information for as long as necessary to fulfill the purposes described in this Policy, or as required by laws and regulations applicable to the financial services industry.
9. Your Rights
Depending on your location, you may have the right to:
Access the personal information we hold about you
Request correction of inaccurate data
Request deletion of your personal data
Object to or opt out of certain uses of your information (for example, marketing)
Request a copy of your information in a portable format
To exercise these rights, please contact us using the information in Section 12.
10. Children's Privacy
Our Site is not directed to individuals under 18 years of age, and we do not knowingly collect personal information from minors. If you become aware that a minor has provided us with personal data, please contact us so we can remove it.
11. Third-Party Links
Our Site may contain links to third-party websites. We are not responsible for the privacy practices of those sites, and we encourage you to review their privacy policies.
12. Contact Us
If you have questions about this Privacy Policy or wish to exercise your rights, you may contact us at:
RE Financial Solutions
Email: [email protected]
Phone: (424) 537-4961
Address: 201 E. Center St. Ste 112 Anaheim, CA, 92805
13. Changes to This Policy
We may update this Privacy Policy from time to time. We will post any changes on this page with a new "Last Updated" date. We encourage you to review this page periodically.
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The Best Possible Financial Outcome For You