Privacy Policy

At JCB Financial Services, we are committed to safeguarding your personal information with the utmost care. Our privacy policy outlines the measures we take to ensure your data remains confidential and secure.

Privacy Policy for JCB Financial Services

Effective Date: [6/8/2024]

At JCB Financial Services, we are committed to protecting the privacy and security of our clients' personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services. Please read this Privacy Policy carefully. If you do not agree with the terms of this Privacy Policy, please do not access the site or use our services.

1. Contact Information

For privacy-related inquiries, you can reach us at:

2. Information Collection

We collect various types of personal information from our clients, including but not limited to:

  • Names
  • Addresses
  • Emails
  • Phone numbers
  • Financial information

We collect this information through various means, including website forms, phone calls, and in-person meetings.

3. Use of Information

We use the collected information solely for the purpose of providing our services to you. This includes:

  • Delivering accounting, tax preparation, and financial planning services
  • Communicating with you regarding your account or our services
  • Ensuring compliance with legal and regulatory requirements

We do not use client information for any automated decision-making or profiling.

4. Sharing of Information

We do not share our clients' information with any third parties. Your personal information is kept strictly confidential.

5. Data Security

We take the protection of your personal information seriously and implement several security measures to ensure its safety, including:

  • SSL encryption
  • Secure Linux servers
  • Access controls

In the event of a data breach or security incident, we have procedures in place to promptly address and mitigate any potential harm.

6. Cookies and Tracking

We use cookies to track our website visitors for marketing and analytics purposes. These cookies help us understand how visitors use our website and improve your experience.

7. User Rights

Our clients have full rights to access, update, delete, or modify their personal information in our system. If you need assistance with managing your information, please contact us at info@jcbfs.com.

8. Data Retention

We retain your personal information as long as you continue to use our services. If you discontinue using our services, we will delete your personal information upon your request.

9. International Data Transfers

We do not transfer our clients' data internationally. All data is stored and processed within the country where it was collected.

10. Policy Updates

We may update this Privacy Policy from time to time. When we make changes, we will notify our clients by sending an email to inform you of the updates. We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information.

By using our website or services, you agree to the terms of this Privacy Policy. If you have any questions or concerns about our privacy practices, please contact us at info@jcbfs.com

Leading provider of comprehensive financial services, known for our excellence, innovation, and commitment to client satisfaction.

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18426 Brookhurst st suit 208
Fountain Valley, CA 92708

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