This privacy policy describes what information we collect, how we use it, and how we protect it when you visit our site and use our request form.
What we collect
When you fill out the request form, you give us your name, email address, phone number, ZIP code, and approximate investable assets. We also track routine technical information like your browser type and which pages you visit.
How we use it
We use the information you provide to respond to your request, contact you about whether our services may be a fit, and improve our website and communications. We also use it to comply with laws that apply to our business.
Phone and text
By providing a phone number, you consent to calls or text messages about your request. Carriers' message and data rates may apply. You can stop communications at any time by telling us or replying STOP to any text.
Sharing
We do not sell your personal information. We may share it with service providers who help us run the business, under agreements that require them to keep it confidential. We share it when the law requires us to.
Your control
You may ask us to show you what information we hold about you, correct it, or delete it. You may also ask us to stop contacting you. Residents of some states have rights to request additional details about our practices. Send requests through the form on this site.
Security
We use reasonable safeguards to protect your information from unauthorized access. No transmission over the internet is completely secure, and we cannot guarantee absolute protection.
Updates
We may update this policy at any time. The version currently posted on this page is the one that applies to you.
Reach us
Kestrel Bay Retirement Advisors, LLC 97 112th Avenue Southeast Bellevue, WA 98004 Use the form on this site to send us a request or question.
Privacy Policy · Kestrel Bay Retirement Advisors, LLC · 97 112th Avenue Southeast, Bellevue, WA 98004, United States ·