Privacy Policy

Wellesley Hills Financial LLC (the “Company”) is committed to protecting the privacy of its users. This Privacy Policy (“Privacy Policy”) is designed to help you understand what information we gather, how we use it, what we do to protect it, and to assist you in making informed decisions when using our website. Unless otherwise indicated below, this Privacy Policy applies to any website that references this Privacy Policy, any Company website, as well as any data the Company may collect across partnered and unaffiliated sites.

For purposes of this Agreement, “website” refers to the Company’s website at www.wellesleyhillsfinancial.com. The terms “we,” “us,” and “our” refer to the Company. “You” refers to you, as a user of website.

I. CONSENT

By accessing our website, you accept our Privacy Policy and Terms of Use, and you consent to our collection, storage, use and disclosure of your personal information as described in this Privacy Policy. In addition, by using our website, or websites across partnered and unaffiliated sites, you are accepting the policies and practices described in this Privacy Policy. Each time you visit our website, and any time you voluntarily provide us with information, you agree that you are consenting to our collection, use and disclosure of the information that you provide, and you are consenting to receive emails or otherwise be contacted, as described in this Privacy Policy. Whether or not you create any kind of account with us, this Privacy Policy applies to all users of our website.

II. INFORMATION WE COLLECT

We may collect both “Non-Personal Information” and “Personal Information” about you. Non-Personal Information includes information that cannot be used to personally identify you, such as anonymous usage data, general demographic information we may collect, referring/exit pages and URLs, platform types, preferences you submit and preferences that are generated based on the data you submit and number of clicks. “Personal Information” includes information that can be used to personally identify you, such as your name, address and email address.

In addition, we may also track information provided to us by your browser or by our mobile application when you view or use the website, such as the website you came from, the type of browser you use, the device from which you connected to the website, the time and date of access, and other information that does not personally identify you. We use this information for, among other things, the operation of the website, to maintain the quality of the website, to provide general statistics regarding use of the website and for other business purposes. We track this information using cookies, or small text files which include an anonymous unique identifier. Cookies are sent to a user’s browser from our servers and are stored on the user’s computer hard drive. Sending a cookie to a user’s browser enables us to collect Non-Personal Information about that user and keep a record of the user’s preferences when visiting our website, both on an individual and aggregate basis. The Company may use both persistent and session cookies; persistent cookies remain on your computer after you close your session and until you delete them, while session cookies expire when you close your browser.

Persistent cookies can be removed by following your Internet browser help file directions.

III. HOW WE USE AND SHARE PERSONAL INFORMATION

In general, we do not sell, trade, rent or otherwise share your Personal Information with third parties without your consent. We may share your Personal Information with vendors and other third-party providers who are performing services for the Company. In general, the vendors and third-party providers used by us will only collect, use and disclose your information to the extent necessary to allow them to perform the services they provide for the Company. For example, when you provide us with personal information to complete a transaction, verify your business credit, or engage our services, you consent to our collecting and using such personal information for that specific purpose, including by transmitting such information to our vendors (and their services providers) performing these services for the Company.

However, certain third-party service providers, such as payment processors, have their own privacy policies in respect of the information that we are required to provide to them in order to use their services. For these third-party service providers, we recommend that you read their privacy policies so that you can understand the manner in which your Personal Information will be handled by such providers.

In addition, we may disclose your Personal Information if required to do so by law or if you breach a contract.

IV. HOW WE USE AND SHARE NON-PERSONAL INFORMATION

In general, we use Non-Personal Information to help us improve the website and customize the user experience. We also aggregate Non-Personal Information in order to track trends and analyze use patterns of the website. This Privacy Policy does not limit in any way our use or disclosure of Non-Personal Information and we reserve the right to use and disclose such Non-Personal Information to our partners, advertisers and other third parties at our sole discretion.

V. HOW WE PROTECT INFORMATION

We implement reasonable precautions and follow industry best practices in order to protect your Personal Information and ensure that such Personal Information is not accessed, disclosed, altered or destroyed. However, these measures do not guarantee that your information will not be accessed, disclosed, altered or destroyed by breach of such precautions. By visiting our website or engaging our services, you acknowledge that you understand and agree to assume these risks.

VI. YOUR RIGHTS REGARDING USE OF YOUR PERSONAL INFORMATION

You have the right at any time to prevent us from contacting you for marketing purposes. When we send a promotional communication to you, you can opt out of further promotional communications by following the unsubscribe instructions provided in each promotional email. Please note that notwithstanding the promotional preferences you indicate by either unsubscribing or opting out, we may continue to send you administrative or engagement-specific emails.

VII. LINKS TO OTHER WEBSITES

On our website we provide links to other websites or applications. However, we are not responsible for the privacy practices employed by those websites or the information or content they contain. This Privacy Policy applies solely to information collected by us through our website. We encourage you to read the privacy statements of other websites before using them.

VIII. AGE OF CONSENT

By using our website or engaging our services, you represent that you are at least 18 years of age.

IX. CHANGES TO OUR PRIVACY POLICY

The Company reserves the right to change this Privacy Policy at any time. If we decide to change this Privacy Policy, we will post these changes on this page so that you are always aware of what information we collect, how we use it, and under what circumstances we disclose it. Any such modifications become effective upon your continued access to and/or use of the website five (5) days after we first post the changes on the website or otherwise provide you with notice of such modifications. It is your sole responsibility to check this website from time to time to view any such changes to the terms of this Privacy Policy. If you do not agree to any changes, if and when such changes may be made to this Privacy Policy, you must cease access to this website. If you have provided your email address to us, you give us permission to email you for the purpose of notification as described in this Privacy Policy.

X. MERGER OR ACQUISITION

In the event we undergo a business transaction such as a merger, acquisition by another company, or sale of all or a portion of our assets, your Personal Information may be among the assets transferred. You acknowledge and consent that such transfers may occur and are permitted by this Privacy Policy, and that any acquirer of our assets may continue to process your Personal Information as set forth in this Privacy Policy. If our information practices change at any time in the future, we will post the policy changes here so that you may opt out of the new information practices.

XI. EMAIL COMMUNICATIONS & OPTING OUT

We will send you Company-related announcements when it is necessary to do so. Generally, you may not opt-out of non-promotional or engagement-specific communications. Based upon the Personal Information that you provide us, we may communicate with you in response to your inquiries to provide specific services and to manage your project or account. We will communicate with you by email or telephone, in accordance with your wishes. We may also use your Personal Information to send you updates and other promotional communications. If you no longer wish to receive those email updates, you may opt-out of receiving them by following the instructions included in each update or promotional communication.

XII. CONTACT US & WITHDRAWING CONSENT

If you have any questions regarding this Privacy Policy or wish to withdraw your consent for the continued collection, use or disclosure of your Personal Information, please email us at info@wellesleyhillsfinancial.com.

Updated: July 30, 2021.