Jeffords Wealth Management — Privacy Policy

Last Updated: August 21, 2026

Jeffords Wealth Management respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy describes the types of information we may collect, how we use and protect that information, and the choices available to you.

Information We Collect

We may collect personal information that you voluntarily provide when you contact us, request information, schedule or confirm an appointment, complete a form, or otherwise interact with Jeffords Wealth Management.

Information we collect may include your name, email address, telephone number, mailing address, information submitted through our website or forms, appointment information, and other information you voluntarily provide in connection with your request for services.

Our website and service providers may also collect certain technical information, such as browser type, device information, IP address, referring pages, and website usage information.

How We Use Information

We may use information collected from you to respond to inquiries; schedule, confirm, and manage appointments; provide requested information and services; conduct Pension & Retirement Reviews; communicate regarding your relationship with Jeffords Wealth Management; provide customer support; maintain and improve our website and services; comply with legal or regulatory requirements; and, where you have separately provided consent, send marketing or promotional communications.

SMS Communications and Consent

If you provide your mobile telephone number and affirmatively consent to receive text messages from Jeffords Wealth Management, we may send informational or transactional text messages related to your inquiry or requested services.

These messages may include appointment confirmations, appointment reminders, scheduling updates, requests for information, follow-up communications, and information related to your Pension & Retirement Review or other services you have requested.

Where separately authorized, we may also send marketing or promotional text messages.

Message frequency varies. Message and data rates may apply. Reply STOP to opt out of text messages. Reply HELP for assistance.

Consent to receive marketing text messages is not a condition of purchasing any product or service.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Cookies and Tracking Technologies

Our website may use cookies and similar technologies to support website functionality, understand website usage, improve the user experience, and measure website performance. Certain service providers may process technical information on our behalf in connection with these functions.

You may be able to control cookies through your browser settings. Disabling certain cookies may affect website functionality.

Information Sharing

We may disclose information to service providers that assist us in operating our business, website, communications, or other services, subject to appropriate confidentiality and data-protection obligations. We may also disclose information when required by law, regulation, legal process, or governmental request.

We do not sell or rent your personal information for third-party marketing purposes.

SMS opt-in information and consent are not sold, rented, or shared with third parties or affiliates for their marketing or promotional purposes.

Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure. However, no electronic transmission or storage method can be guaranteed to be completely secure.

Your Choices and Rights

You may contact us to request that we update or correct certain personal information you have provided to us, subject to applicable legal and regulatory requirements.

You may unsubscribe from applicable email communications by following the unsubscribe instructions contained in those communications.

For SMS communications, reply STOP to opt out or HELP for assistance.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, contact:

Jeffords Wealth Management
Email: [email protected]
Telephone: 661-998-8105