Privacy Policy
Your privacy and the security of your personal information are important to us
Information We Collect
- Personal information (name, email, phone, address).
- Financial information provided for advisory services.
- Website usage data (cookies, analytics).
How We Use Your Information
- To provide and manage financial services.
- To communicate about courses, services, and updates.
- To improve our website and user experience.
How We Protect Your Information
- Encryption and secure servers.
- Access limited to authorized personnel only.
- Two-factor authentication (2FA) for client accounts.
Sharing of Information
- We do not sell your information.
- Shared only with trusted partners for service delivery (e.g., IT security, course platforms).
- Shared when required by law or regulation.
Cookies & Tracking
- We use cookies to improve site navigation and analyze traffic.
- You can disable cookies in your browser settings.
Your Rights
- Access, update, or correct your personal information.
- Request deletion of your data (subject to regulatory requirements).
- Opt-out of marketing communications anytime.
Contact Us
If you have questions, contact us at:
- Email: privacy@sam-ria.com
- Phone: 203-793-0707