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Effective Date: April 2025
Welcome to Money Tree Financial Services LLC (“Money Tree,” “we,” “our,” or “us”). Your privacy is important to us. This Privacy Policy explains how we collect, use, share, and protect your information when you interact with our website, services, and communications.
We collect both personal and non-personal information to provide and improve our services:
You may provide personal data when you:
Sign up for a consultation or service
Enroll in a course or workshop
Subscribe to emails or newsletters
Submit a form or make a payment
This may include:
Full name
Email address
Phone number
Mailing address
Payment details (processed securely via third-party gateways)
Any additional information you provide voluntarily
We may automatically collect:
Browser type and device
IP address
Website activity through cookies or analytics tools
We use your information to:
Provide financial services and customer support
Process transactions securely
Send you educational content, updates, and promotions
Respond to inquiries or service requests
Improve our website, services, and client experience
Comply with legal and regulatory obligations
We do not sell your personal information. We may share your data only when necessary:
With trusted service providers (e.g., payment processors, email platforms) under strict confidentiality
To comply with laws, court orders, or legal obligations
To protect the rights, property, or safety of our company or clients
You have the right to:
Access, update, or correct your personal information
Opt out of marketing emails at any time (unsubscribe link included)
Request that we delete your data, where legally applicable
To exercise these rights, contact us at:
privacy@moneytreefinancials.com
We implement strong security measures—such as encrypted connections, password protection, and limited access—to safeguard your personal information against unauthorized use or disclosure.
Our website may use cookies to improve user experience, understand traffic patterns, and deliver relevant content. You may disable cookies in your browser settings, though some features may be limited.
Our services are not directed to children under 13. We do not knowingly collect information from children. If we become aware of such data, we will promptly delete it.
Our website may contain links to third-party websites. We are not responsible for their privacy practices and encourage you to read their policies separately.
We may update this Privacy Policy from time to time. The “Effective Date” at the top will reflect any changes. Continued use of our website or services implies your agreement to the updated policy.
Have questions or concerns about this Privacy Policy? Contact us:
info@moneytreefinancials.com
(555) 123-4567
Philadelphia, PA