Privacy Policy & Disclosures
Privacy Policy
Last Updated: January 1, 2026
FinancialAdvisorsAZ.com ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and safeguard your information.
Information We Collect
We may collect the following types of information:
- Contact Information: Name, email address, phone number, and mailing address
- Financial Information: Information you provide during consultations, including account statements, tax returns, and financial goals
- Website Usage Data: Information about how you interact with our website, collected through cookies and analytics tools
How We Use Your Information
We use your information to:
- Provide financial planning and advisory services
- Communicate with you about your accounts and our services
- Send you educational content and event invitations (with your consent)
- Improve our website and services
- Comply with legal and regulatory requirements
Information Sharing
We do not sell, rent, or trade your personal information to third parties. We may share information with:
- Service providers who assist us in operating our business (under confidentiality agreements)
- Regulatory authorities as required by law
- Your other professional advisors (with your authorization)
Data Security
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.
Your Rights
You have the right to access, correct, or delete your personal information. To exercise these rights, contact us at info@financialadvisorsaz.com or call (480) XXX-XXXX.
Important Disclosures
Investment Advisory Services
Investment advisory services are offered through registered investment advisors. FinancialAdvisorsAZ.com does not provide tax or legal advice. Consult your tax advisor or attorney for guidance specific to your situation.
Risk Disclosure
All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. There is no guarantee that any investment strategy will achieve its objectives.
FINRA BrokerCheck
Check the background of investment professionals on FINRA BrokerCheck.
Contact
FinancialAdvisorsAZ.com
Serving All of Arizona
Statewide, AZ
Phone: (480) XXX-XXXX
Email: info@financialadvisorsaz.com