1. Who We Are
Finance Ezzy ("we," "us," "our") is a wealth management firm headquartered at 440 SW 113th Ter, Hollywood, Florida 33025, USA. This policy explains how we handle personal information collected through www.financeezzy.com and our advisory services.
2. Information We Collect
- Identity & contact data — name, email, phone number, and mailing address you provide via our booking, contact, or newsletter forms.
- Financial data — information you choose to share about goals, assets, or accounts during consultations (collected only with your consent).
- Technical data — IP address, browser type, and pages visited, gathered through standard server logs and analytics.
3. How We Use Your Information
- To respond to enquiries and schedule consultations.
- To deliver financial planning and advisory services.
- To send The Forge Brief newsletter (only if you subscribed — unsubscribe anytime).
- To meet legal, regulatory, and anti-fraud obligations under applicable U.S. law.
4. Legal Basis & Consent
We process your data based on your consent, our contractual relationship with you, and our legitimate interest in operating and securing our business. You may withdraw consent at any time.
5. Data Sharing
We never sell your personal information. We share data only with: (a) qualified custodians holding client assets; (b) service providers under strict confidentiality agreements (e.g., secure hosting, email delivery); and (c) regulators or law enforcement where legally required.
6. Data Security
We protect your information with 256-bit TLS encryption, access controls, multi-factor authentication, and routine security reviews. No method of transmission is 100% secure, but we treat your data with bank-grade care.
7. Data Retention
Client records are retained for the period required by U.S. financial regulations (typically 5–7 years after the relationship ends). Newsletter data is deleted immediately upon unsubscribe.
8. Your Rights
Depending on your state of residence (including rights under the California Consumer Privacy Act and similar laws), you may request access to, correction of, or deletion of your personal data, and may opt out of marketing communications. Email info@financeezzy.com to exercise these rights; we respond within 30 days.
9. Cookies
We use only essential cookies and privacy-respecting analytics. No third-party advertising trackers are placed on this site.
10. Third-Party Links
Our site may link to external resources. We are not responsible for the privacy practices of third-party sites.
11. Children's Privacy
Our services are directed to adults 18+. We do not knowingly collect data from minors.
12. Changes to This Policy
We may update this policy; material changes will be posted here with a revised date. Continued use of our site constitutes acceptance.
13. Contact
Privacy questions? Call (954) 367-2659, email info@financeezzy.com, or write to 440 SW 113th Ter, Hollywood, Florida 33025, USA.