Privacy Policy
Your privacy and the security of your personal information are important to us
Information We Collect
- Personal information (name, email, phone, address).
- Mobile phone number and SMS/text message consent and opt-in records.[
- 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.
- We may use your phone number to send you text messages related to courses, services, and updates. Message and data rates may apply. Message frequency varies. Reply STOP to opt out at any time. Reply HELP for help.
- 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).
- Notwithstanding the above, we do not sell, rent, or share your SMS/text message opt-in data or consent with any third parties for marketing or promotional purposes. SMS data may only be shared with service providers as necessary to process and deliver text messages.
- 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.
- To opt out of text messages, reply STOP to any message at any time. You will receive one final message confirming your opt-out status.
Contact Us
If you have questions, contact us at:
- Email: privacy@sam-ria.com
- Phone: 203-793-0707