Privacy Policy
This privacy policy describes how lyquinthoserva collects, uses, and protects your personal information when you use our financial planning services and website.
Information we collect
We collect information you provide directly to us, such as:
- Name, email address, phone number, and mailing address
- Financial information relevant to planning consultations
- Communication preferences and service feedback
How we use your information
We use the information we collect to:
- Provide personalized financial planning consultations and services
- Communicate with you about appointments, services, and account information
- Improve our services and develop new planning tools
- Comply with legal obligations and protect our legitimate business interests
Legal basis for processing
Our legal basis for collecting and using personal information depends on the specific information and context:
Primary Legal Basis: We process your data based on your consent for marketing communications and legitimate interest for service provision and business operations.
How we protect your information
We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.
Your privacy rights
Depending on your location, you may have the following rights:
- Access to your personal information and how we use it
- Correction of inaccurate or incomplete information
- Deletion of your personal information in certain circumstances
- Restriction or objection to processing of your information
Cookies and tracking
We use cookies and similar technologies to improve your experience on our website and analyze usage patterns.
For detailed information, please review our Cookie Policy. Cookie Policy
Third-party services
We may share your information with trusted third-party service providers who assist us in operating our business and providing services to you.
Data retention
We retain your personal information for as long as necessary to provide our services and comply with legal obligations, typically for the duration of our business relationship plus applicable retention periods.
Contact us
If you have questions about this privacy policy or our data practices, please contact us at contact@lyquinthoserva.com or +1-855-220-988.
Updates to this policy
We may update this privacy policy from time to time. We will notify you of any material changes by posting the new policy on our website.
Last Updated: August 24, 2025