Privacy policy

This policy is a draft provided for review by our compliance advisor before publication.

Who we are

This website is operated by Shah & Amin Financial Services (“we”, “us”). If you have any questions about this policy, call Gautam Shah at (973) 722-9191, Shweta Shah Amin at (732) 543-9835, or email info@shahandamin.com.

Information we collect

We only collect information you choose to give us through this website:

• Appointment requests: your name, email, phone number, preferred date and time, preferred advisor, topic, meeting type and any message you add.
• Event RSVPs: your name, email, phone number, the event, number of guests and any notes.

Please do not send Social Security numbers, Medicare numbers, medical details or account numbers through the website. We will collect anything like that securely when we speak with you.

How we use it

• To confirm and prepare for your appointment or event reservation.
• To answer your questions and follow up on your request.
• To keep records required for our business.

We do not sell your personal information, and we do not use it for unrelated marketing without your permission.

Where it is stored

Form submissions are stored in a private Google Sheet in our Google account, using Google Apps Script. Google processes this information under its own terms and privacy policy. Only our team has access to it.

Cookies and similar technology

This website does not use advertising or tracking cookies. It remembers two display preferences on your own device — whether animations are on and whether the peacock mascot is shown — so the site looks the way you like next time. The map on our Contact page only loads (and Google may set cookies) if you choose to show it.

Your choices

You can ask us at any time to see, correct or delete the information you have sent through this website. Contact us using the details above.

Security

We use reputable services and limit access to the people who need it. No method of sending information over the internet is completely secure, so please share sensitive details by phone or in person.

Children

This website is not directed to children under 13, and we do not knowingly collect their information.

Changes to this policy

If we update this policy, we will change the date at the top of this page.