Privacy Policy
At Buckeye Financial Solutions, protecting your personal information is paramount. This policy details how we collect, use, and safeguard data when you engage with our online platform and services.
Information We Collect
We collect information to provide and improve our financial services including wealth management, retirement planning, corporate finance consulting, tax advisory, and investment portfolio management.
- Personal identification data such as name, address, date of birth, and contact details
- Financial information including income, assets, liabilities, and investment preferences
- Documentation provided for tax advisory and retirement planning purposes
- Usage data from your interaction with our online platform and communications
How We Use Your Information
Your data is used strictly to deliver and enhance our services while ensuring compliance with relevant financial regulations and laws.
- Personalizing financial advice and portfolio management
- Processing transactions and tax advisory services
- Communicating important updates and compliance information
- Maintaining security and preventing fraud or unauthorized access
Data Sharing and Disclosure
We do not sell your personal data. We may share your information only with trusted third parties as necessary to provide our services and comply with legal obligations.
- Certified financial partners and service providers bound by confidentiality
- Regulatory authorities and law enforcement when required by law
- Auditors and compliance professionals for internal controls
Your Rights Under GDPR and Other Privacy Laws
You have the right to access, rectify, and erase your personal data, as well as restrict or object to processing, and the right to data portability. To exercise these rights, please contact us at our physical address below.
Data Security
We implement technical and organizational measures to protect your data against unauthorized access, alteration, disclosure, or destruction, in accordance with industry standards.
Data Retention
We retain your personal data only as long as necessary to fulfill the purposes outlined in this policy and comply with legal and regulatory requirements.
Contact Information
For questions or to exercise your data protection rights, contact us at:
Buckeye Financial Solutions4257 Riverside Drive, Suite 210
Columbus, Ohio, 43215
USA