CONNECT

Address:

25 South 4th Street
Lewisburg, PA 17837

Phone:

(888) 347-2080

Fax/Other:

(888) 333-6081

Privacy Policy

The Wealth Factory provides the privacy policy below to explain how we will treat your personal information.

When your personal information is given to The Wealth Factory through their web site or through any other means, this constitutes your acceptance of the Privacy Policy.

The Wealth Factory reserves the right to update this Privacy Policy at any time. Please check the site frequently in order to view any updates.

Collection of Personal Information

The Wealth Factory may collect “Personal Information” provided by an applicant or client in application forms, registration forms and surveys.

Collection of Personal Information from site users

The Wealth Factory may collect and/or track “Personal Information” and “Non-Personal Information” such as: e-mail addresses and information knowingly provided by the visitor in online forms, registration forms and surveys.

Use of Personal Information Collected


If you are a The Wealth Factory client, The Wealth Factory may use the contact information provided by you via its website.

The Wealth Factory may also use your Personal Information to:

  • To communicate with you about your account.
  • To provide you with services or information you have requested from The Wealth Factory.
  • To provide you with prompt and effective customer service.
  • To support the operation of The Wealth Factory such as account maintenance.
  • To inform you about services related to The Wealth Factory.
  • To conduct surveys requested by The Wealth Factory.

Disclosure of Personal Information Collected

The Wealth Factory will not sell any Personal Information to anyone.

Security Measures

The security of personal information is important to us. The Wealth Factory takes many security steps to protect Personal Information that you provide to us.

The Wealth Factory’s Right to Change Privacy Policy

The Wealth Factory may change the content of its site and Privacy Policy at any time. Please revisit our Privacy Policy from time to time to be sure you are familiar with our current policy.

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Check the background of this financial professional on FINRA's BrokerCheck