**Privacy Policy for Empire State Planning Group, Inc.' Website**

Last Updated: September 2023

At Empire State Planning Group, Inc., we are committed to safeguarding your privacy and protecting your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you interact with our website and our financial services. We encourage you to carefully read this policy to understand how we handle your data. By accessing our website and utilizing our services, you consent to the practices described herein.

**Information We Collect**

We may collect various types of information, including:

1. **Personal Information:** When you use our website or engage with our services, we may collect personal information such as your name, email address, phone number, and mailing address. This information is typically provided by you when you fill out forms on our site or communicate with us.

2. **Financial Information:** In the course of providing financial services, we may collect sensitive financial information, including but not limited to income, assets, and investment preferences. This information is necessary to provide you with tailored financial advice and services.

3. **Usage Information:** We may collect data about your interactions with our website, such as the pages you visit, the duration of your visits, your IP address, and the type of device and browser you are using. We use cookies and similar tracking technologies to gather this information.

**How We Use Your Information**

We use the information we collect for the following purposes:

1. **Providing Financial Services:** We use your personal and financial information to offer financial planning, investment, insurance, and other related services tailored to your needs and goals.

2. **Improving Our Services:** We analyze usage data to enhance the functionality and content of our website and services, ensuring a better user experience.

3. **Communication:** We may use your contact information to send you updates, newsletters, and important information related to our services. You can opt out of these communications at any time.

4. **Legal Compliance:** We may use your information to comply with legal obligations, respond to regulatory authorities, and resolve disputes.

**Information Sharing**

We do not sell, trade, or rent your personal information to third parties. However, we may share your information with:

1. **Service Providers:** We may engage trusted third-party service providers to assist us in delivering our services. These providers have access to your information only to perform specific tasks on our behalf and are bound by confidentiality agreements.

2. **Legal Requirements:** We may disclose your information if required by law or to protect our rights, privacy, safety, or property, or that of others.

**Data Security**

We employ industry-standard security measures to protect your personal and financial information from unauthorized access, disclosure, alteration, or destruction. While we strive to protect your data, please be aware that no method of transmission over the internet or electronic storage is entirely secure.

**Your Choices**

You have the right to:

1. **Access Your Information:** You can request access to the personal information we hold about you.

2. **Correct and Update:** You can update or correct inaccuracies in your personal information.

3. **Withdraw Consent:** You can withdraw your consent for us to use your information, subject to legal and contractual restrictions.

**Contact Us**

If you have any questions or concerns about our Privacy Policy, your data, or our practices, please contact us at 1-877-377-4420.

We reserve the right to update and amend this Privacy Policy as needed. Any changes will be posted on this page, and the revised policy will be effective from the date of publication.

Thank you for entrusting Empire State Planning Group, Inc. with your financial needs. Your privacy and security are our top priorities.


PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.