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1. Introduction
Herbert Financial Group (“we”, “our”, or “us”) respects your privacy and is committed to protecting your personal data. This privacy policy will inform you about how we look after your personal data when you visit our website and tell you about your privacy rights and how the law protects you.
This privacy policy applies to all information collected through our website https://herbert-financial.com, and/or any related services, sales, marketing, or events (collectively, the “Services”).
2. Information We Collect
We collect personal information that you voluntarily provide to us when you express interest in obtaining information about us or our products and Services, when you participate in activities on the Services, or otherwise when you contact us.
The personal information we collect may include:
- Name and contact data (such as your email address, phone number, and address)
- Credentials (such as passwords and security question answers)
- Payment information (such as credit card details)
- Communication preferences
- Financial information for services we provide
- Business information if you represent a business client
Additionally, we may collect certain information automatically when you visit our Services, including:
- Log and usage data (such as IP address, browser type, pages visited)
- Device information (such as device type, operating system)
- Location information (general location based on IP address)
- Cookies and similar technologies (see our Cookie Policy section below)
3. How We Use Your Information
We use your information for various business purposes, including:
- To provide and maintain our Services
- To process transactions and send related information
- To respond to inquiries and offer customer support
- To send administrative information, such as updates, security alerts, and support messages
- To personalize your experience and deliver content relevant to your interests
- To facilitate communication between us and you
- To develop, improve, and market our products and services
- To comply with legal obligations and prevent fraudulent activity
- To send marketing communications (with your consent where required by law)
4. Information Sharing and Disclosure
We may share or disclose your information in the following situations:
- Compliance with Laws: We may disclose your information where required by law or to respond to legal process.
- Business Transfers: We may share information in connection with a merger, sale, or acquisition.
- With Your Consent: We may share information with third parties when you consent to such sharing.
- Service Providers: We may share information with vendors who provide services on our behalf.
- Business Partners: We may share information with our business partners to offer certain products, services, or promotions.
We do not sell your personal information to third parties.
5. Data Security
We implement appropriate technical and organizational security measures to protect your personal information. However, no electronic transmission or storage system is 100% secure, and we cannot guarantee absolute security of your data.
The security measures we use may include:
- Encryption of sensitive information
- Secure Socket Layer (SSL) technology
- Firewalls and network security measures
- Access controls and authentication procedures
- Regular security assessments and testing
6. Cookie Policy
Cookies are small text files that are placed on your device when you visit a website. We use cookies and similar technologies to enhance your experience, analyze usage, and optimize functionality.
The types of cookies we use include:
- Essential Cookies: Necessary for the functioning of our website.
- Preference Cookies: Enable the website to remember your preferences.
- Analytics Cookies: Help us understand how visitors interact with our website.
- Marketing Cookies: Used to track visitors across websites to display relevant advertisements.
You can control cookies through your browser settings and other tools. However, if you block certain cookies, you may not be able to use all the features of our Services.
7. Your Rights
Depending on your location, you may have certain rights regarding your personal information, which may include:
- The right to access your personal information
- The right to rectification if your information is inaccurate or incomplete
- The right to erasure of your information in certain circumstances
- The right to restrict processing of your information
- The right to data portability
- The right to object to processing of your information
- The right not to be subject to automated decision-making
If you wish to exercise any of these rights, please contact us using the details provided below. We may need to request specific information to confirm your identity.
8. California Privacy Rights
California residents have specific rights regarding their personal information under the California Consumer Privacy Act (CCPA) and other state laws. These rights include:
- The right to know about personal information collected, disclosed, or sold
- The right to delete personal information
- The right to opt-out of the sale of personal information
- The right to non-discrimination for exercising consumer rights
To exercise these rights, please contact us using the information provided below.
9. Children’s Privacy
Our Services are not intended for use by children under the age of 18. We do not knowingly collect personal information from children under 18. If you believe we have collected information from a child under 18, please contact us.
10. Changes to This Privacy Policy
We may update this privacy policy from time to time. The updated version will be indicated by an updated “Last Updated” date. We encourage you to review this privacy policy frequently to stay informed about how we are protecting your information.
11. Contact Us
If you have any questions or concerns about this privacy policy or our privacy practices, please contact us at:
Herbert Financial Group
635 W Foothill Blvd
Monrovia, CA 91016
United States
info@herbert-financial.com
Phone: +1 (818) 213-1388
