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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.
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.
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:
We require this information to understand your needs and provide you with better customer service, and for the following reasons:
Respond to inquiries and provide requested services or materials
Send you email or SMS communications that you have opted in to receive
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.
Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
By providing your mobile phone number and checking the SMS consent box on our website forms, you agree to receive SMS text messages from Millstone Financial Group regarding appointment reminders, confirmations, and related scheduling 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 a one-time confirmation message, and no further messages will be sent unless you opt in again.
Privacy:
We do not share, sell, rent, or disclose your mobile number or SMS opt-in data to third parties or affiliates for marketing or promotional purposes. This includes any text messaging originator opt-in data and consent, which will not be shared with any third parties 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). Your consent to receive text messages is not a condition of purchasing any service.
If you have questions or need assistance related to our messaging program, please contact us at info@millstonefinancial.net or (732) 385-8544.
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.
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.
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
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.
