Last Updated:February 25, 2026
At FinServe Pro, we recognize that your financial data is deeply personal. Our commitment to privacy is the foundation of our professional relationship. This policy outlines how we collect, protect, and utilize your information in an increasingly digital landscape.
Our Core Promise: We do not sell your personal data. We never share your information with third parties for their marketing purposes.
1. Information We Collect
To provide premium financial services, we collect information that identifies, relates to, or describes you (“Personal Information”).
A. Information You Provide
- Identifiers: Name, mailing address, email, and phone number.
- Sensitive Data: Social Security Numbers, tax identification numbers, and government IDs.
- Financial Profiles: Income, assets, bank account details, and financial history provided via tax organizers or applications.
B. Information From Third Parties
With your authorization, we may obtain data from:
- Consumer credit reporting agencies.
- Financial institutions and investment platforms.
- Public records (directories and regulatory filings).
C. Digital & Automated Collection
When you visit our website, we may collect technical data such as your IP address, browser type, and interaction patterns. We only collect identifying information (like through a Request for Proposal) when you knowingly submit it.
2. How We Use and Share Your Data
We process your information only for legitimate business purposes:
- Service Delivery: To fulfill your requests, process transactions, and manage your accounts.
- Compliance: To meet legal, tax, and regulatory obligations.
- Communication: To send industry updates, firm news, or event invitations. You may opt out of marketing communications at any time via the “Unsubscribe” link.
Disclosure to Third Parties
We do not disclose your information except:
- Service Providers: To trusted partners (e.g., cloud storage, specialized auditors) who are contractually bound to maintain confidentiality.
- Legal Necessity: To respond to subpoenas, court orders, or to protect the safety and rights of FinServe Pro and our clients.
- Business Transfers: In the event of a merger, acquisition, or asset sale, your data may be transferred to the successor entity under the same privacy protections.
3. Data Retention and Security
Retention
We retain your data only as long as necessary to:
- Provide contracted services.
- Comply with statutory tax and financial record-keeping requirements.
- Resolve disputes or enforce our legal agreements.
Security Measures
FinServe Pro employs enterprise-grade encryption, multi-factor authentication (MFA), and rigorous internal access controls to protect against unauthorized access, alteration, or data breaches.
4. Regional Privacy Rights
California (CCPA/CPRA)
California residents have specific rights regarding their “Sensitive Personal Information.” You have the right to:
- Know what data is collected and how it is used.
- Delete personal information (subject to legal exceptions).
- Correct inaccurate information.
- Opt-out of the sharing of personal information.
European Union & UK (GDPR)
For our international clients, we adhere to strict data protection standards:
- Right to Erasure: You may request the “right to be forgotten.”
- Data Portability: You may request a digital copy of your data in a structured format.
- International Transfers: Data transferred to the U.S. is protected by Standard Contractual Clauses (SCCs) to ensure an adequate level of protection as defined by the EU.
5. Cookies and Tracking
We use cookies to improve your site experience and analyze traffic.
- Essential Cookies: Required for site functionality.
- Analytics: Help us understand how visitors interact with our content.
- Your Choice: You can disable cookies in your browser settings, though some features of our website may lose functionality.
6. Children’s Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal data from minors.
7. Policy Updates
FinServe Pro reserves the right to modify this policy at any time. Significant changes will be communicated via email or a prominent notice on our homepage. Continued use of our services after updates constitutes acceptance of the revised terms.
Contact Us
If you have questions regarding this policy or wish to exercise your data rights, please contact our Data Privacy Officer:
📧 info@finserve.pro
🏢 7400 Wood Meadow Way, Lanham, Maryland 20706
📞 +1 (800) 599-1420 | +1 (240) 714-8958