Privacy Policy

At CareyOn Financial Services, your privacy is a top priority. This Privacy Policy explains how we collect, use, and protect your personal data in accordance with global privacy regulations, including the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA).

1. Data We Collect

We may collect the following types of personal information:

• Full name

• Email address

• Phone number

• Request of Financial Services Needed

2. How We Collect Data

We gather data through the following channels:

• Website forms on CareyOn.org

• Direct client interactions (Via Calls, texts and Emails)
  
  

3. Purpose of Data Collection

Your data is used for the following purposes:

• To provide options of available products in relation to your request

• To deliver personalized support and communication

• To improve website functionality and user experience

• To conduct compliant marketing campaigns

• To meet legal and regulatory requirements
  

4. Data Sharing

We do not sell or trade your personal data. Information may be shared only to:

• Operate trusted third-party tools used internally by personnel of CareyOn Financial Services

• Fulfill legal or compliance obligations
  All data is processed under our direct oversight.

5. Data Protection Measures

We take your security seriously. Our protective measures include:

• Firewalls and secure all devices

• Limited access protocols for authorized personnel only

• Regular audits and system updates
  

6. Data Retention

Your data will be stored for a maximum of three (3) years from your last interaction. After this period, it will be securely deleted or anonymized

7. Cookies

We use cookies to:

• Enhance your browsing experience

• Provide relevant content and retargeting ads
  

You can modify or disable cookies via your browser settings at any time

8. International Compliance

CareyOn Financial Services complies with:

• GDPR for individuals in the European Union

• CCPA for California residents

• Other applicable regional privacy regulations
  

9. Your Rights

You have the right to:

• Request the immediate deletion of your data

• Access, correct, or limit how your data is processed

To exercise these rights, please contact us via the form at:
👉 careyon.org/contactform

10. SMS Disclaimer

Your mobile number, when provided for SMS messaging:

• Will never be sold or shared for marketing by third parties

• Will be used only for service-related updates
  

To manage your preferences:

• Reply “STOP” to unsubscribe

• Reply “HELP” for more information11. Contact Us

  If you have any questions or concerns about this Privacy Policy or how we handle your personal data, please reach out to us via the form at careyon.org

11. Contact Us

If you have any questions or concerns about this Privacy Policy or how we handle your personal data, please reach out to us via the form at careyon.org/contactform.