Effective Date: December 12, 2024
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons we choose to share; and whether you can limit this sharing.
| Reasons we can share your personal information | Do we share? | Can you limit this sharing? |
|---|---|---|
| For our everyday business purposes— such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus | Yes | No |
| For our marketing purposes— to offer our products and services to you | No | We don’t share |
| For joint marketing with other financial companies | No | We don’t share |
| For our affiliates’ everyday business purposes— information about your transactions and experiences | No | We don’t share |
| For our affiliates’ everyday business purposes— information about your creditworthiness | No | We don’t share |
| For our affiliates to market to you | No | We don’t share |
| For non-affiliates to market to you | No | We don’t share |
Call 480-378-2383
| Who we are |
|
|---|---|
| Who is providing this notice? | Bridge Financial Strategies, LLC |
| What we do | |
| How does Bridge Financial Strategies, LLC protect your personal information? | To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. |
| How does Bridge Financial Strategies, LLC collect your personal information? | We collect your personal information, for example, when you:
|
| Why can’t I limit all sharing? | Federal law gives you the right to limit only
|
| What happens when I limit sharing for an account I hold jointly? | Your choices will apply to everyone on your account—unless you tell us otherwise. |
| Definitions | |
|---|---|
| Affiliates | Companies related by common ownership or control. They can be financial and non-financial companies. |
| Non-affiliates | Companies not related by common ownership or control. They can be financial and nonfinancial companies. |
| Joint marketing | A formal agreement between non-affiliated financial companies that together market financial products or services to you. |
We value your privacy and make every effort to respect your wishes and personal information. In line with this commitment, we have established the following policy for the use of our SMS messaging services. Please read it carefully to understand how we collect, use, and manage your phone numbers.
We collect your phone numbers only when you voluntarily provide them to us, for example, during transactions, inquiries, or when you sign up for our promotional messages.
Your phone numbers are primarily used to provide you with personalized financial services and updates. These text messages may relate to our products, services, or any updates that we may have for you. SMS messaging charges may be applied by your carrier. SMS consent and phone numbers will never be shared with third parties or affiliates under any circumstances. SMS consent is not shared with any third parties or affiliates for marketing purposes.
Information obtained as part of the SMS consent process will not be shared with third parties.
If you have consented to receive text messages from Bridge Financial Strategies, you may receive text messages related to our services. Message and data rates may apply. You can opt out at any time by texting “STOP.” For assistance, text “HELP” or visit our Privacy Policy & Terms of Service
Thank you for opting into SMS messages from Bridge Financial Strategies LLC.
Thank you for opting out of SMS messages from Bridge Financial Strategies LLC.
Thank you for contacting Bridge Financial Strategies LLC.
We will be in touch with you soon to help.
For immediate assistance, please visit our website https://www.bridgefinancialstrategies.com, or call us at (480) 378-2383, or email us at info@bridgefinancialstrategies.com.
Once you have opted out, we will not send you any more SMS messages, nor will we sell or transfer your phone number to another party.
SMS opt-in or phone numbers for the purpose of SMS are not being shared. We do not share consents with any third parties.
