Privacy Policy
Last Updated: January 1, 2026
Providence Financial & Insurance Services, Inc. is committed to protecting the privacy and confidentiality of our clients and website visitors. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website or interact with our services.
This Privacy Policy applies to information collected through our website, digital communications, and other interactions with our firm.
Information We Collect
We may collect the following categories of information:
Personal Information
Information you voluntarily provide to us, including:
- Name
- Email address
- Phone number
- Mailing address
- Financial information necessary to provide advisory services
- Information submitted through website forms, meeting requests, or communications with our firm
Automatically Collected Information
When you visit our website, we may automatically collect certain information such as:
- IP address
- Browser type
- Device type
- Operating system
- Pages viewed
- Dates and times of visits
- Referring website
- Website usage data collected through cookies and analytics tools
How We Use Your Information
We use the information we collect to:
- Provide investment advisory services
- Communicate with clients and prospective clients
- Schedule appointments and meetings
- Respond to inquiries
- Send administrative or service-related communications
- Improve our website and services
- Maintain security and prevent fraud
- Comply with legal and regulatory obligations
Text Messaging (SMS) Communications
If you provide consent to receive SMS messages from Providence Financial & Insurance Services, Inc., we may send:
- Appointment reminders
- Client service communications
- Meeting scheduling messages
- Informational updates related to our services
Message frequency varies. Message and data rates may apply. Messaging may be conducted using automated technology. Text STOP to opt out or HELP for assistance.
SMS opt-in data, consent records, and phone numbers collected for SMS communications will not be shared, sold, or disclosed to third parties or affiliates for marketing or promotional purposes.
For additional information, please review our SMS Terms of Service:
https://providencefinancialinc.com/terms-of-service
How We Share Information
We do not sell personal information.
We may share information only as necessary:
- With service providers that assist in operating our business, including technology providers, custodians, CRM providers, website hosting providers, analytics providers, marketing platforms, and compliance vendors
- To comply with legal, regulatory, or law enforcement requests
- To protect the security and integrity of our business
- With your consent or at your direction
All service providers are required to maintain appropriate confidentiality and security measures.
We do not share personal information with third parties for their own marketing purposes.
Sensitive Personal Information
We collect and use sensitive personal information only as necessary to provide financial services, comply with legal obligations, and operate our business. We do not use or disclose sensitive personal information for purposes other than those permitted by law.
Data Security
We implement administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, or misuse.
However, no method of transmission over the internet or electronic storage is completely secure.
In the event of a data security incident, we will take appropriate steps consistent with applicable laws and regulations.
Cookies and Tracking Technologies
Our website may use cookies and similar technologies to:
- Improve website functionality
- Analyze website usage
- Enhance user experience
You may control cookies through your browser settings.
Our website may also use analytics tools that collect anonymized traffic information.
California Privacy Rights
If you are a California resident, you may have rights under applicable California privacy laws, including:
- The right to request access to personal information we collect about you
- The right to request deletion of certain personal information
- The right to request correction of inaccurate personal information
- The right to know the categories of personal information collected
- The right to know whether personal information is shared with third parties
We do not sell personal information as defined under California privacy law.
To submit a privacy request, please contact us using the information listed below. We will verify your request before responding.
Do Not Track Signals
Some browsers include a “Do Not Track” feature that signals to websites that you do not want to have your online activities tracked. Currently, our website may not respond to Do Not Track signals.
Children’s Privacy
Our website is not intended for individuals under the age of 13. We do not knowingly collect personal information from children.
Third-Party Websites
Our website may contain links to third-party websites. We are not responsible for the privacy practices, policies, or content of those third-party sites.
Retention of Information
We retain personal information for as long as necessary to:
- Provide services
- Comply with legal and regulatory requirements
- Resolve disputes
- Enforce our agreements
Certain records may be retained longer as required by financial regulations.
Important Notice for Advisory Clients
Clients of Providence Financial & Insurance Services, Inc. will receive a separate privacy notice as required by applicable financial privacy laws governing investment advisers.
Updates to This Privacy Policy
We may update this Privacy Policy from time to time. Updates will be posted on this page with the revised effective date.
Contact Information
If you have questions about this Privacy Policy or your privacy rights, please contact:
Providence Financial & Insurance Services, Inc.
6320 Canoga Avenue, Suite 600
Woodland Hills, CA 91367
(818) 887-6443
info@providencefinancialinc.com
https://providencefinancialinc.com/