Privacy Policy & SMS Disclaimer

Knudsen Burbridge, PC is dedicated to protecting your privacy. We do not share your personal information with anyone else. This policy explains how we collect, use, and safeguard your information.

Information Collection:
We only collect information that you have personally provided, or information that you have authorized your financial advisor, CPA, or other financial professional to provide directly to our office.   Such information is gathered in order to provide the best service possible to you, such as your name, address, phone number, email address and financial information.  Upon your authorization we will share your information with your financial advisor, CPA, or other financial professional.  Otherwise, we do not sell, rent, or share this information.

How We Use Your Information:
Your information is used only to provide information and personalized services you have requested, and for necessary communication. We do not share it for marketing or other purposes.

Protection of Your Information:
To protect the privacy and security of personal information, we use reasonable administrative, technical, physical, and operational safeguards.

Your Choices:
You can access, correct, or delete your information. Contact us if you have any questions or concerns.

Policy Changes:
We may update this policy occasionally. We'll inform you of any changes, and by continuing to use our services, you accept the updated policy.

SMS Policy:
We only use SMS for purposes of confirming scheduled appointments. If you have opted in to receive appointment reminders by SMS messaging, then message and data rates may apply. You may opt-out at any time by replying “STOP” to a reminder.

Last updated: September 24, 2024