Privacy Policy

We collect information you provide to us directly, for example, when you book a call, complete a form, or correspond with us. This may include your name, contact details, and any information you share about your financial situation and goals.

When you use our website, we may also collect limited technical information automatically, such as your device type, browser, and how you interact with our pages, in order to keep the site secure and working well.

We use your information to respond to your inquiries, schedule and conduct meetings, provide and improve our services, and meet our legal, regulatory, and compliance obligations.

We may use it to communicate with you about your relationship with us and, where permitted, to share information we think you will find useful. You can ask us to stop sending non-essential communications at any time.

We do not sell your personal information, and we do not rent or trade it to third parties for their own marketing.

We may share information with service providers who help us operate (for example, scheduling, secure document handling, and technology vendors) and with our broker-dealer and custodians as needed to provide services to you. These parties are expected to protect your information and use it only for the purposes we authorize.

We maintain administrative, technical, and physical safeguards designed to protect your information against unauthorized access, use, or disclosure.

No method of transmission or storage is completely secure, but we work to keep your information confidential and to limit access to those who need it to serve you.

You may request access to the information we hold about you, ask us to correct it, or ask questions about how it is handled.

To make a request or to ask anything about this policy, contact us at randall@bostonintegrity.com. Boston Integrity Financial Services & Insurance® is based in Tampa, Florida and serves clients virtually.