Privacy Policy

Jamison Financial Group respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our services.

1. Information We Collect

We may collect the following types of information:

Personal Information: Name, email address, phone number, mailing address, Social Security number, financial information, and other details you voluntarily provide.
Non-Personal Information: Browser type, IP address, device information, cookies, and usage data about how you interact with our website.

2. How We Use Your Information

We may use your information to:

Provide and manage our financial and tax services.
Process transactions and deliver requested services.
Communicate with you regarding updates, promotions, or service changes.
Improve our website, products, and services.
Comply with legal and regulatory requirements.

3. Information Sharing

We do not sell or rent your personal information. We may share your information with:

Trusted third-party service providers who help us operate our business.
Government agencies or regulators when required by law.
Professional advisors (attorneys, accountants, auditors) as necessary.

4. Data Security

We implement reasonable security measures to protect your personal information. However, no method of electronic transmission or storage is 100% secure.

5. Cookies & Tracking

We may use cookies and similar technologies to enhance user experience and analyze website traffic. You can adjust your browser settings to decline cookies if preferred.

6. Your Rights

Depending on your location, you may have rights to:

Access, update, or delete your personal data.
Opt out of marketing communications.
Request restrictions on how your information is processed.

7. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the privacy practices of those websites.

8. Updates to this Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated “Effective Date.”

9. Contact Us

If you have questions about this Privacy Policy, contact us at:

Jamison Financial Group
Email: info@jamisonfinancialgroup.com
Phone: 682-593-1976

Effective Date: February 4, 2018