Tel: 267-597-4965 Fax: 267-543-8063
Privacy Policy for Woodwee Financial Services
Effective Date: January 1st 2025
At Woodwee Financial Services, we are committed to protecting your privacy and handling your personal information with care. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you engage with our financial services.
**1. Information We Collect**
We may collect the following kinds of personal information from our clients and potential clients:
- **Personal Identification Information:** This may include your name, address, phone number, email address, Social Security number, and financial information such as income, assets, and liabilities.
- **Client Interaction Data:** Information we gather during interactions, including emails, phone calls, and meetings.
- **Transaction Data:** Records of transactions you conduct through our services.
- **Technical Data:** Information collected through our website, such as IP address, browser type, and operating system.
**2. How We Use Your Information**
Woodwee Financial Services uses your personal information for the following purposes:
- **To Provide Services:** To facilitate and manage the financial services you request, such as financial planning, investment advice, and portfolio management.
- **To Communicate:** To contact you regarding your account, respond to inquiries, and provide customer service.
- **To Improve Our Services:** To analyze data to enhance our offerings and improve customer experience.
- **To Comply with Legal Obligations:** To meet regulatory and legal requirements and to protect our rights and property.
**3. Information Sharing and Disclosure**
We respect your privacy and will not sell or rent your personal information to third parties. However, we may share your information in the following situations:
- **Service Providers:** We may engage third-party service providers to assist us in delivering our services. These providers are contractually obligated to keep your information confidential and secure.
- **Legal Compliance:** We may disclose your information if required to do so by law or in response to valid requests by public authorities, including subpoenas, court orders, or governmental investigations.
- **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 business transaction.
**4. Data Security**
We implement appropriate technical and organizational measures to safeguard your personal information from unauthorized access, disclosure, alteration, and destruction. These measures include:
- Encryption of sensitive information.
- Access controls to limit who can view or process your personal information.
- Regular security reviews and audits.
**5. Your Rights**
Depending on your jurisdiction, you may have the following rights regarding your personal information:
- **Access:** You have the right to request access to the personal information we hold about you.
- **Correction:** You have the right to request corrections to any inaccurate or incomplete personal information.
- **Deletion:** You have the right to request the deletion of your personal information, subject to certain legal obligations.
To exercise these rights, please contact us using the contact details provided below.
**6. Changes to This Privacy Policy**
We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date, and we may notify you via email if the changes are significant. We encourage you to review this Privacy Policy regularly to stay informed about how we are protecting your information.
**7. Contact Us**
For any questions, concerns, or requests regarding this Privacy Policy or your personal information, please contact us at:
Woodwee Financial Services
3901 Conshohocken Ave.
Philadelphia PA 19131
267-597-4965
Thank you for choosing Woodwee Financial Services. We are committed to your financial success and appreciate your trust in us.
This website uses cookies. By continuing to use this site, you accept our use of cookies.