Follow Us on social media
CLICK HERE to get your FREE copy of “Sail To and Through Retirement with the Millstone Advisory Plan.”
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 and subject to the applicable provisions of the United States’ federal and state privacy laws and legislation that apply to this website. This Millstone Financial Group Privacy Policy describes how we collect, use, and disclose personal information of our service providers, clients and others (“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:
What we do with the information we obtain
We require this information to understand your needs and provide you with better customer service, and for the following reasons:
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: [email protected] or write to:
Millstone Financial Group Privacy Policy
490 State Route 33 West Building 2, Suite 5 Millstone Township, NJ 08535
Be assured that you always have the option to access, change your personal information, and/or instruct us not to use your name, address, e-mail address, etc., beyond providing you with the information or service you requested. When and where we send e-mail communications for direct marketing purposes, we will always include an identification of the sender and offer you an “Unsubscribe” option.
Subscribe now to receive monthly expert financial insights and strategies.
Check the background of your financial professional on FINRA’s BrokerCheck or on IAPD’s website.
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.
Opinions expressed herein are solely those of Millstone Financial Group and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered through Millstone Financial Group Limited Liability Company dba Millstone Financial Group, an Investment Advisor in the State of New Jersey. Insurance products and services are offered through Millstone Financial Group Limited Liability Company. Millstone Financial Group Limited Liability Company is not affiliated with or endorsed by the Social Security Administration or any government agency. Being registered as an investment adviser does not imply a certain level of skill or training.
The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of New Jersey or where otherwise legally permitted.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
Copyright © 1998-2023 Millstone Financial Group. All Rights Reserved.
Website designed by Indigo Marketing Agency.
