Privacy Policy
Effective Date: 01/30/2026
This Privacy Policy explains how Bruce Wernick Financial Services (“we,” “our,” or “us”) collects, uses, shares, and protects personal information from users of our website, services, and communications, including SMS text messages, email, and phone communications.
By accessing our services or providing your information, you agree to the terms of this Privacy Policy.
1. Information We Collect
We may collect the following categories of information:
Personal Information: Name, email address, phone number, mailing address, and any information you voluntarily provide.
Device Information: IP address, browser type, operating system, and device identifiers.
Usage Information: Pages visited, actions taken on our website, referral sources, and interaction with advertisements or communications.
Communication Data: SMS opt-in status, message content and replies, email engagement, and call records.
2. How We Collect Information
Information may be collected through:
Website forms or landing pages
Appointment scheduling systems
SMS or email opt-in forms (TCPA-compliant)
Cookies and tracking technologies
Phone calls or customer support interactions
3. How We Use Your Information
We use the information collected to:
Provide requested services and communicate with you
Respond to inquiries or appointment requests
Send SMS messages, emails, reminders, and marketing communications when you have opted in
Improve our services, website performance, and customer experience
Comply with legal, regulatory, and contractual obligations
4. How We Share Your Information (Mobile Compliance Section)
We do not sell, rent, or trade your personal information.
We may share your information only with:
Authorized service providers (such as CRM platforms, SMS providers, email platforms, and scheduling tools) strictly for business operations
Legal or regulatory authorities when required by law
Business partners only when necessary to provide services you explicitly request
✅ Mobile Information Protection:
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
Text messaging originator opt-in data and consent will not be shared with any third parties, except as required to provide messaging services or comply with legal obligations.
All third parties are required to maintain appropriate safeguards and confidentiality.
5. Your Choices and Rights
You may:
Opt out of SMS messages at any time by replying “STOP”
Opt out of emails using the unsubscribe link provided
Request access, correction, or deletion of your personal information by contacting us
We honor all consumer rights in accordance with applicable privacy and data protection laws.
6. Data Retention and Security
We retain personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy or to meet legal requirements.
We use reasonable administrative, technical, and physical safeguards to protect your information. However, no data transmission method is 100% secure.
7. Cookies and Tracking Technologies
We use cookies and tracking tools to:
Analyze website usage
Improve functionality and user experience
Support advertising and retargeting campaigns
You may disable cookies through your browser settings, though some features may not function properly.
8. Children’s Privacy
Our services are not intended for individuals under the age of 13. We do not knowingly collect personal information from children. If such data is identified, it will be deleted promptly.
9. Changes to This Privacy Policy
We may update this Privacy Policy periodically. Updates will be posted on this page with a revised effective date. Continued use of our services constitutes acceptance of any changes.
10. Contact Us
If you have questions, concerns, or requests regarding this Privacy Policy, please contact us:
Business Name:
Bruce Wernick Financial Services
Phone:
(646) 271-2969
Address:
80 Columbia Ave