Your privacy is important to us at Millstone Financial Group. We are committed to maintaining the accuracy, security, and confidentiality of your personal information in accordance with applicable federal and state privacy laws and regulations governing this website. This Millstone Financial Group Privacy Policy describes how we collect, use, disclose, and protect personal information relating to our clients, service providers, and other individuals who interact with us (“you”).
If we ask you to provide certain information by which you can be identified when using this website, you can be assured that it will only be used in accordance with this privacy statement.
Millstone Financial Group may change this policy from time to time by updating this page. You should check this page from time to time to ensure that you agree with any changes. This policy is effective as of 02-May-2023.
Consent
By submitting personal information to Millstone Financial Group via this website or to its agents, you agree that we may collect, use and disclose such personal information in accordance with this privacy policy, the privacy preferences you have made known to us and that are permitted or required by law governing such policies.
What We Collect
We collect personal information about you to enable us to serve you better and to develop our business, operations and commerce relationships. If you refuse or withdraw your consent, we may not be able to provide you with services or information that may be of value to you. We may collect the following personal information referring to an identifiable individual:
- Name
- Contact information, including address, phone, fax and e-mail address and demographic information such as postal code/zip code
- Preferences, interests and other information relevant to customer surveys and/or offers
Document Handling & Retention
As part of our financial planning, investment advisory, and related professional services, we may review documents such as identification records, financial statements, tax and income information, insurance or estate documents, and other materials necessary to deliver accurate and comprehensive financial guidance.
- All original documents provided will be returned promptly once copies are made or the planning process is complete, unless otherwise requested.
- Any retained copies are stored securely and maintained in accordance with regulatory recordkeeping requirements.
- Documents are never shared, transmitted, or removed outside of secure systems.
SMS TEXT MESSAGING & CONSENT
Mobile Information Privacy:
Millstone Financial Group will not sell, rent, or share your mobile phone number, SMS opt-in data, or text messaging originator opt-in data and consent with any third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties for any purpose.
By providing your mobile phone number and checking the SMS consent box on our website forms, you expressly consent to receive SMS text messages from Millstone Financial Group regarding appointment reminders, confirmations, scheduling, and related communications.
Message frequency varies. Message and data rates may apply. Consent to receive SMS messages is not a condition of purchase.
Opt-Out:
You may opt out of receiving SMS messages at any time by replying “STOP” to any message. After you opt out, you will receive one confirmation message, and no further SMS messages will be sent unless you provide consent again.
Privacy:
We do not sell, rent, or share your mobile phone number, SMS opt-in data, or text messaging originator opt-in data and consent with third parties or affiliates for marketing or promotional purposes.
Third-Party Providers:
We may use a third-party messaging provider, such as Twilio, to facilitate message delivery. Twilio and other service providers may process limited data (such as your phone number and message content) solely to provide these services on our behalf.
We comply with applicable U.S. laws and industry guidelines governing SMS communications, including the Telephone Consumer Protection Act (TCPA).
If you have questions or need assistance related to our messaging program, please contact us at info@millstonefinancial.net or (732) 385-8544.
Your Choices and Rights
You may contact us at any time to:
- Review, update, or delete your personal information;
- Withdraw consent for communications; or
- Ask questions about how your information is used.
To stop receiving text messages, reply “END” or “STOP” to any message. To opt out of email communications, use the unsubscribe link included in our emails.
Security
We are committed to ensuring that your information is secure. In order to prevent unauthorized access or disclosure, we have put in place reasonable and suitable physical, electronic and managerial procedures to safeguard and secure the information we collect via this website and by our agents.
Links to Other Websites
Our website may contain links to enable you to easily visit other websites of interest. However, once you have used these links and leave our site, you should note that we do not have any control over that website. Therefore, we cannot be responsible for the protection and privacy of any information which you provide while visiting such sites. Such sites are not governed by this Privacy Policy. You should exercise caution with other websites and review the privacy statement applicable to that website(s).
Contact us if you wish to tell us your privacy preferences, update or correct your personal information.
If you have any questions or concerns regarding our Privacy Policy, please contact our webmaster at: info@millstonefinancial.net or write to:
Millstone Financial Group Privacy Policy
902 Carnegie Center Drive, Suite 130, Princeton, NJ 08540
You may access and update your personal information and, where applicable, request that we limit our use of your name, address, email address, or other personal information beyond what is necessary to provide the information or services you have requested.
When we send email communications for direct marketing purposes, the communication will clearly identify Millstone Financial Group as the sender and will include an option to unsubscribe or opt out of receiving future marketing communications.