B&P Financial Services

Morristown, NJ 07960

163 Madison Ave., 2nd Floor

Mon - Fri: 12:00PM to 9:00PM

Excluding Weekends

Privacy Policy

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Privacy Policy

Protecting your private information is our priority. This Statement of Privacy applies to the https://bandpfinancial.com and governs data collection and usage. For the purposes of this Privacy Policy, unless otherwise noted, all references to www.bandpfinancial.com

B&P Financial is a registered investment adviser located in New Jersey. By using the website  and/or communicating with B&P Financial, you consent to the data practices described in this statement.

Collection of your Personal Information

B&P Financial may collect personally identifiable information, such as your name. We may gather additional personal or non‐personal information in the future.

Information about your computer hardware and software may be automatically collected by B&P Financial. This information can include: your IP address, browser type, domain names, access times, and referring website addresses. This information is used for the operation of the service, to maintain quality of the service, and to provide general statistics regarding use of the B&P Financial website.

B&P Financial encourages you to review the privacy statements of websites you choose to link to/from B&P Financial so that you can understand how those websites collect, use and share your information.

B&P Financial is not responsible for the privacy statements or other content on websites outside of the B&P Financial website.

Use of Your Personal Information

B&P Financial collects and uses your personal information to operate its website(s) and deliver the services it renders to clients and prospective clients.

B&P Financial may also use your personally identifiable information to inform you of other products or services available from B&P Financial and its affiliates. B&P Financial may also contact you via surveys to conduct research about your opinion of current services or of potential new services that may be offered.

B&P Financial does not sell, rent or lease its customer lists to third parties.

B&P Financial may share data with trusted partners to help perform statistical analysis, send you email or postal mail, provide customer support, or arrange for deliveries. All such third parties are prohibited from using your personal information except to provide these services to B&P Financial, and they are required to maintain the confidentiality of your information.

B&P Financial may keep track of the websites and pages our users visit within B&P Financial, in order to determine what B&P Financial services are the most popular. This data is used to deliver customized content and advertising within B&P Financial to customers whose behavior indicates that they are interested in a particular subject area.

B&P Financial will disclose your personal information, without notice, only if required to do so by law or in the good faith belief that such action is necessary to: (a) conform to the edicts of the law or comply with legal process served on B&P Financial or the site; (b) protect and defend the rights or property of B&P Financial; and, (c) act under exigent circumstances to protect the personal safety of users of B&P Financial, or the public.

Use of Cookies

The B&P Financial website may use “cookies” to help you personalize your online experience. A cookie is a text file that is placed on your hard disk by a web page server. Cookies cannot be used to run programs or deliver viruses to your computer. Cookies are uniquely assigned to you, and can only be read by a web server in the domain that issued the cookie to you.

One of the primary purposes of cookies is to provide a convenience feature to save you time.

The purpose of a cookie is to tell the Web server that you have returned to a specific page. For example, if you personalize B&P Financial pages, or register with B&P Financial site or services, a cookie helps B&P Financial to recall your specific information on subsequent visits. This simplifies the process of recording your personal information, such as billing addresses, shipping addresses, and so on.

When you return to the same B&P Financial website, the information you previously provided can be retrieved, so you can easily use the B&P Financial features that you customized.

You have the ability to accept or decline cookies. Most Web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. If you choose to decline cookies, you may not be able to fully experience the interactive features of the B&P Financial services or websites you visit.

Recording of Correspondence

B&P Financial maintains a record of certain communications through email, video, and phone correspondence in accordance with federal law. These records may be used to ensure the accuracy of data gathering in preparation for rendering financial planning and/or investment advice.

Security of Your Personal Information

B&P Financial secures your personal information from unauthorized access, use, or disclosure.

Children Under 13

B&P Financial does not knowingly collect personally identifiable information from children under the age of thirteen. If you are under the age of thirteen, you must ask your parent or guardian for permission to use this website.

Opt-Out & Unsubscribe

We respect your privacy and give you an opportunity to opt out of receiving announcements of certain information. Users may opt‐out of receiving any or all communications from B&P Financial by contacting us here:

‐ Email: [email protected]

‐ Phone: 862.220.8215

Changes to this Statement

B&P Financial will occasionally update this Statement of Privacy to reflect company and customer feedback. B&P Financial encourages you to periodically review this Statement to be informed of how B&P Financial is protecting your information.

Contact Information

B&P Financial welcomes your questions or comments regarding this Statement of Privacy. If you believe that B&P Financial has not adhered to this Statement, please contact B&P Financial at:

B&P Financial