Privacy Policy
Effective Date: 11/20/2024
Introduction
M&M Wealth Associates (“we,” “us,” “our”) is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website [your website URL], use our services, or interact with us.
Information We Collect
Personal Information: We may collect personal information such as your name, email address, phone number, and mailing address when you fill out forms on our website, subscribe to our newsletter, or contact us for inquiries.
Financial Information: To provide our financial planning services, we may collect financial information such as account numbers, financial statements, and tax information.
Usage Data: We collect information about your interactions with our website, including your IP address, browser type, operating system, referring URLs, and pages viewed.
Cookies and Tracking Technologies: We use cookies and similar tracking technologies to collect information about your browsing activities over time and across different websites following your use of our services.
How We Use Your Information
To Provide Services: We use your personal and financial information to provide you with our financial planning services and to manage our relationship with you.
To Communicate: We may use your contact information to send you updates, newsletters, and promotional materials. You can opt-out of these communications at any time.
To Improve Our Services: We analyze usage data to improve our website, services, and user experience.
Legal Compliance: We may use your information as required by law, regulation, or legal process.
How We Share Your Information
Service Providers: We may share your information with third-party service providers who perform services on our behalf, such as data hosting, payment processing, and email delivery.
Legal Requirements: We may disclose your information if required to do so by law or in response to valid requests by public authorities.
Business Transfers: In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of that transaction.
Data Security
We implement appropriate technical and organizational measures to protect your information from unauthorized access, use, or disclosure. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.
Your Rights
Access and Correction: You have the right to access and correct your personal information that we hold.
Data Deletion: You may request the deletion of your personal information, subject to certain legal obligations.
Opt-Out: You can opt-out of receiving marketing communications from us by following the unsubscribe instructions in those communications.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on our website with an updated effective date.
Contact Us
If you have any questions or concerns about this Privacy Policy, please contact us at:
M&M Wealth Associates 2900 S Harbor Blvd Suite 225, Santa Ana, CA 92706. 714-494-9515. info@mmwa.us
CONTACT US
Schedule a complimentary consultation.
Please fill out the form and press the submit button. Or if you prefer, you can schedule a consultation via: www.calendly.com/mmwealthassociates/ffc.
We will respond within 1 business days (if not same day).
M&M Wealth Associates
Monday-Saturday 9am-6pm
(714) 494-9515
2900 S. Harbor Blvd, Ste 225
Santa Ana, CA 92704
