Privacy Policy

FinServe Pro values and appreciates your trust in us with sensitive personal information; thus, this statement is intended to help you understand specific ways we demonstrate our respect for your privacy. Our professional and personal commitment to ensuring your confidence in our professionalism and dedication to client service serves as the primary guide in our privacy policy. The heart of our commitment is that we never share any of the personal information you entrust to us with third parties for marketing purposes. Per this privacy statement, we treat your personal information with the utmost care.

What Personal Information We Collect

We collect personal information about you to furnish our products and services to you. Contact information (name, mailing address, and e-mail address) and information we receive from you on tax organizers, applications, or other forms are examples of the types of personal information we collect. This information may include your social security number, assets, income, bank account information, and financial history, including transactions with us and our affiliates.

This includes any information you authorize us to obtain from third parties (such as consumer credit reports and medical information), information obtained from prospective client meetings; information obtained from public sources (such as web directories and information), the information provided to FinServe Pro for its uses, and data downloaded from the FinServe Pro website.

Our website does not collect any personal information about you unless you specifically and knowingly provide such information.

Visitors to our website may choose to interact with our website in ways that require us to gather personally-identifying information. As an illustration, site users can decide to submit a Request for Proposal. To the extent required or appropriate to achieve the goals of the visitor’s engagement with our website, our company gathers the relevant data in each situation.

Other than as specified below, our firm does not release personally-identifying information. Although it may be difficult for people to participate in some website-related activities if they choose not to disclose personally-identifying information, visitors are never required to do so.

Disclosure and Transfer of Personal Information

Your privacy is respected by FinServe Pro. We only share personal data with workers and service providers who

(i) require it to fulfill client requests and

(ii) have signed an agreement not to share it with anyone else.

Except as otherwise necessary or permitted by relevant law, FinServe Pro does not otherwise share any personal information with third parties who are not service providers.

If you have provided your contact information, FinServe Pro, our company may from time to time send you electronic industry updates, ask for your input, notify you of upcoming business events, or provide recent news about our company. You can easily unsubscribe from electronic communications, giving you the choice to stop receiving this kind of information in the future.

We may disclose information to comply with applicable laws and regulations, such as to respond to a subpoena or similar legal process, to protect against misuse or unauthorized use of our website, to limit our legal liability, and to protect our rights or to protect the rights, property, or safety of visitors of this website or the public, and to otherwise cooperate with law enforcement or regulatory authorities.

We may transfer or share a copy of personal information about you if FinServe Pro goes through a business transition, such as a merger, being acquired by another company, or selling a portion of its assets. You will be notified via email or a prominent notice on our website before a change of ownership or control of your personal information if your personal information will be used contrary to this policy.

Nothing in this privacy statement is meant to limit FinServe Pro’s flexibility to at any time, for any reason, and without restriction, transfer all or a portion of its business and/or assets to a separate third party.

FinServe Pro expressly reserves the right to transfer or share a copy of the personally identifiable information it has gathered with the acquirer of the relevant portion of its business.

Such transfers might entail the transfer of your information between jurisdictions and outside the one in which you provided it, including to nations that the European Union might not deem to have “sufficient” data protection. If you don’t want your information shared with these organizations, don’t provide it to us.

Data Retention

FinServe Pro may retain your Personal information as long as necessary for the provision of the services, internal analytical purposes, or to comply with its legal obligations, resolve disputes and enforce agreements (e.g., settlement). The criteria used to determine the retention periods include:

(i) how long the personal data is needed to provide the services and operate the business;

(ii) the type of personal data collected; and

(iii) whether we are subject to a legal, contractual or similar obligation to retain the data (e.g., mandatory data retention laws, government orders to preserve data relevant to an investigation, or data that must be retained for litigation or disputes).


FinServe Pro takes all reasonable precautions to safeguard against unauthorized access to, use of, alteration of, or destruction of personal data.


To protect the privacy of minors, FinServe Pro does not knowingly acquire, store, or use personal information provided online through our Internet Services by anyone under the age of 18.

California Privacy Rights

Customers in California have the right to inquire about whether a company has released their personal information to any third parties for the third parties direct marketing purposes under California Civil Code Section 1798.83. This notification will detail the kinds of information disclosed, as well as the names and addresses of any affiliates and third parties with whom it was shared. If you live in California and want to make such a request, you must do so in writing and send it to the address shown at the bottom of this page.

EU Data Storage, Access, The Right to be Forgotten, and Dispute Resolution

FinServe Pro stores personal data for different periods consistent with the purposes for which they were originally collected, as subsequently further authorized, or when required or allowed under applicable law.

Individuals in Europe have certain data subject rights which may be subject to limitations and/or restrictions. These rights may include the right to

(i) request access to and rectification or erasure of their data;

(ii) obtain restriction of processing or object to the processing of their data, and

(iii) the right to data portability. If you wish to exercise one of the above-mentioned rights, please send us your request via email to the contact information at the end of this policy.

Individuals in Europe may also have the right to complain about the processing of their data with their local data protection authority.

In addition to the aforementioned rights, FinServe Pro is dedicated to giving everyone access to their data. If you believe that we may be processing data about you and would like access to such data, we can disclose it to you or at the very least provide you with an explanation of why we are unable to do so in that specific situation, such as if fulfilling your request would be unreasonably expensive.

Additionally, if you have any queries, worries, disagreements, or problems, just let us know. To solve problems, we are always available for conversation. We can engage in suitable third-party neutral dispute resolution if your concerns cannot be addressed. Please get in touch with us using the information at the end of this policy if you need to speak with us about a privacy or data protection concern.

International Transfer

If you reside in Europe, personal information collected from you will be transferred to certain recipients located outside Europe, (including the United States where this office is hosted) which do not provide a similar or adequate level of protection to that provided by countries in Europe. To perform services related to US tax and audit, the personal information of individuals is disclosed to recipients described in this Privacy Policy who are located outside of Europe. You have the right to withdraw your consent at any time. The withdrawal of consent has no bearing on the legality of the processing based on consent before its withdrawal.

Privacy Policy Changes

FinServe Pro may occasionally and at our firm’s sole discretion update its Privacy Policy, however, the majority of modifications are marginal at best. Visitors are urged to frequently check this page for updates to our firm’s privacy policy. You will be deemed to have accepted any changes to this Privacy Policy if you continue to use this site after they have been made.


This website makes use of “cookies,” which may automatically gather certain data and information, including browser type, preferred language, referring page, and the date and time of each visitor request. Cookies are little data packets that are transmitted from our web server to your browser and saved on your computer’s hard disk. The information enables your continued access to and use of this website and identifies you as a distinct user. Additionally, cookies assist us in identifying issues with our server and the website.

You can modify your web browser settings to prevent cookies from being accepted if you do not want us to use them when you use this website. This should be explained in the help section of your web browser. But without these identifying files, you would not be able to use many features that could make using our website more convenient, and some of our services might not work properly. To better understand how users interact with our website and to assist us in making it more functional, the company gathers this information.

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