Privacy Policy

Who We Are and What This Covers

Financial Advisor Freehold is a small advisory practice based in Freehold, NJ. This policy explains how we treat information connected to this website and to phone calls with our office.

The site itself is informational. It describes our services and gives a single way to reach us, which is a phone call. There are no accounts to create and nothing to purchase online.

What the Website Records on Its Own

Like most websites, ours runs on a server that keeps ordinary technical logs. These can include your IP address, browser type, the pages you viewed and the time of your visit. We use them to keep the site working properly and to spot problems, not to identify individual visitors.

Cookies and Basic Analytics

We may use simple analytics cookies to see which pages are read and how people arrive at the site. The figures are viewed in aggregate, such as how many visits a page received in a month.

You can block or delete cookies through your browser settings. The site will still work if you do.

What You Share When You Call

The phone is the only way to contact us through this site. When you call, you decide what to tell us. That might be your name, a number to reach you, and a general picture of your goals so we can arrange an introductory meeting.

We use what you share to respond to you and prepare for that conversation. If you later become a client, the paperwork for that relationship will explain how we handle your financial records in more detail.

How We Use and Share Information

Information stays with our small team and is used only to run the website and serve the people who contact us. We do not sell it or rent it to anyone. Limited technical data may pass through the companies that host the site or provide analytics, and only so they can perform that service.

Questions and Changes

If you would like to know what we hold about you from a call, or ask us to set it aside, the same number, (732) 655-2212, is the place to ask, and we will talk it through with you.

We may update this page as the site or our practices change. The current version is always the one posted here.