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Privacy Policy
Introduction
Navigators Advisory Group ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy outlines the types of personal information we collect, how we use and protect that information, and your rights regarding your personal data. By using our website, you consent to the practices described in this policy.
Information We Collect
We may collect the following types of information:
Personal Information: This includes your name, address, email address, phone number, and other identifying information you provide to us.
Financial Information: This includes details about your financial situation, such as income, investment objectives, and other relevant data.
Technical Information: This includes your IP address, browser type, and operating system, collected through cookies and similar technologies.
How We Use Your Information
We use the information we collect for the following purposes:
To Provide Services: To offer you financial advisory and investment services.
To Communicate with You: To respond to your inquiries and send you relevant information about our services.
To Improve Our Services: To enhance the functionality and user experience of our website.
Information Sharing and Disclosure
We do not sell or rent your personal information to third parties. We may share your information with:
Service Providers: Third parties who perform services on our behalf, such as IT support, provided they agree to comply with our privacy standards.
Legal Requirements: When required by law or in response to legal proceedings.
Security of Your Information
We implement appropriate security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. Despite these efforts, no security system is completely secure, and we cannot guarantee the absolute security of your information.
Your Rights
You have the right to:
Access: Request a copy of the personal information we hold about you.
Rectification: Request correction of any inaccurate or incomplete information.
Deletion: Request deletion of your personal information under certain circumstances.
Objection: Object to the processing of your personal information for specific purposes.
Cookies and Tracking Technologies
Our website uses cookies and similar technologies to enhance user experience and gather information about website usage. You can manage your cookie preferences through your browser settings.
Changes to This Privacy Policy
We may update this Privacy Policy periodically. Any changes will be posted on this page, and we will notify you of significant changes by email or through a notice on our website.
Contact Us
If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:
Navigators Advisory Group
130 Springside Drive, Suite 300
Akron, OH 44333-2431
Phone: 800.765.5201
Email: update@navigatorsadvisory.com
Ben Julianel (CA Insurance License 0G75955), Navigators Advisory Group is independently owned and operated. Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc., Member FINRA/SIPC. 130 Springside Drive Suite 300 Akron, OH 44333-2431 800.765.5201 Navigators Advisory Group is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Navigators Advisory Group, Valmark Securities, Inc., Valmark Advisers Inc., and their representatives do not offer tax advice. You should consult your tax professional regarding your individual circumstances.
Check the background of this firm on FINRA’s BrokerCheck. View our Customer Relationship Summary (CRS) Disclosure for more information.