Salcedo Financial Group

A. Introduction:

At Salcedo Financial Group, we are committed to protecting the privacy and security of our clients' personal information. This privacy policy outlines how we collect, use, and safeguard the information you provide to us.

B.    Information We Collect

 a)      Personal Information: When you engage with us for financial services, we may collect personal information such as your name, contact details, date of birth, social security number, and financial details. 

b)     Communication Data: We may also collect data on your interactions with us, including emails, phone calls, and meetings.

C.    How We Use Your Information

We may use the collected information for purposes, including but not limited to:

a)     Providing Services: We use the information you provide to deliver financial services and advice tailored to your needs.

b)     Communication: We may use your contact information to communicate with you regarding your accounts, updates, and relevant information.

c)     Compliance: We collect and store information to comply with legal and regulatory requirements.

D.    Information Security

We do not sell, trade, or otherwise transfer your personal information to third parties without your consent, except as set forth in this Privacy Policy.

a)     We employ security measures to protect your personal information from unauthorized access, disclosure, or alteration.

b)     Our employees are trained on data privacy practices and access to your information is limited to those who need it to perform their duties.