Privacy Policy
Sears Wealth Management & Insurance Solutions respects the privacy of all clients and prospective clients. We collect personal information about clients from the following sources:
Information provided to us to complete their plan or an investment recommendation
Information provided via engagement agreements and other documents completed in connection with the opening and maintenance of an account
Information clients provide verbally
Information received from service providers, such as custodians, about account transactions
We collect nonpublic personal information about you that is either provided by you or obtained by us with your authorization. This can include but is not limited to:
Your Social Security Number
Date of Birth
Banking Information
Financial Account Numbers and/or Balances
Sources of Income
Credit Card Numbers or Information
We use the information we collect to provide you with the products and services you request, to communicate with you about your account, and to improve our products and services. We may also share your information with third-party service providers who help us provide these services.
We will not disclose your nonpublic personal information to anyone else without your consent, except as permitted by law. For example, we may disclose your information to comply with a court order or to investigate potential fraud.
You have the right to access and correct any inaccurate information we have about you. You also have the right to opt out of having your information shared with third parties for marketing purposes.
To exercise these rights, please contact us at:
Sears Wealth Management & Insurance Solutions
12487 N. Main Street, Suite 240
Rancho Cucamonga, CA 91739
We take security very seriously. We use physical, electronic, and procedural safeguards to protect your information from unauthorized access, use, or disclosure.
If you have any questions about our privacy policy, please contact us (909) 330-0074. Thank you for choosing Sears Wealth Management & Insurance Solutions. We value your business and your privacy.