At Ulloa Financial, we are committed to maintaining the privacy and security of our clients' personal and financial information. This privacy policy explains how we collect, use, and protect the information we receive from our clients.

​

Collection of Information: We collect personal and financial information from our clients in order to provide insurance and financial services. This information includes but is not limited to: name, address, phone number, email address, date of birth, social security number, financial account information, employment information, and health information.

 

Use of Information: We use the information we collect to provide our clients with insurance and financial services, including but not limited to: processing insurance applications, managing investment accounts, and providing financial planning advice. We may also use the information to communicate with our clients about our services, promotions, and other relevant information.

 

Protection of Information: We take the security of our clients' personal and financial information seriously. We maintain physical, electronic, and procedural safeguards to protect against unauthorized access, use, and disclosure of client information. We also restrict access to personal and financial information to those employees and agents who need the information to provide our services.

 

Disclosure of Information: We do not disclose personal and financial information about our clients to third parties, except as required by law or as necessary to provide our services. We may share information with our affiliates or service providers who assist us in providing our services.

Your Choices: You may choose to limit our use of your personal and financial information by contacting us. However, limiting the use of your information may impact our ability to provide you with our services.

Changes to Policy: We may update this privacy policy from time to time. We will notify our clients of any material changes to this policy.

Contact Us: If you have any questions or concerns about our privacy policy, please contact us at privacy@ulloafinancial.com.