Certified Financial Group, LLC

Privacy Policy

We value your privacy. Review how we collect, use, and protect information when you visit our website or contact our office.

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Privacy Policy

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Certified Financial Group, LLC

Privacy Policy

Current date:

This Privacy Policy explains how Certified Financial Group, LLC (“we,” “us,” or “our”) handles personal information collected through this website and related website inquiries.

It does not replace any separate privacy notice provided in connection with a financial, advisory, insurance, or other client relationship. Those notices may describe additional practices and rights applicable to those services.

1. Information you provide

When you contact us, request a meeting, or submit a website form, we collect the information you choose to provide. This may include your name, email address, telephone number, contact preferences, and the contents of your message.

Please do not submit Social Security numbers, account numbers, passwords, medical records, or other sensitive information through general website forms or ordinary email. Contact us to discuss an appropriate method for providing sensitive documents.

2. Website and technical information

Website hosting and related systems may record technical information such as your IP address, browser and device type, pages requested, referring page, and the date and time of a visit. This information may be used to operate the website, diagnose problems, understand usage, and help protect against misuse.

3. How information is used

Information collected through the website may be used to:

  • Respond to questions and meeting requests.
  • Communicate about information or services you request.
  • Maintain records of website inquiries and related communications.
  • Operate, maintain, and improve the website.
  • Detect spam, fraud, security incidents, or unauthorized activity.
  • Comply with applicable legal, regulatory, and recordkeeping obligations.

4. Cookies and third-party features

This website may use cookies or similar technologies for site functionality, security, preferences, or measurement. Embedded features—such as maps, videos, or other third-party content—may receive technical information when they load or when you interact with them.

You can manage cookies through your browser settings and any preference controls made available on the website. Restricting cookies may affect some features. Third-party providers maintain their own privacy notices and practices.

5. When information may be disclosed

Information may be disclosed to service providers supporting website hosting, form processing, communications, security, or other business operations, as needed for those functions.

Information may also be disclosed when required or permitted by law, to respond to lawful requests, to protect rights and security, with your authorization, or in connection with a business transaction subject to applicable legal requirements.

6. Retention and security

Information may be retained as needed for the purposes described here, including responding to inquiries, maintaining business records, resolving disputes, and meeting legal or regulatory requirements. Retention periods depend on the information and applicable obligations.

No website, email system, or method of electronic storage can be guaranteed completely secure. Please use care when deciding what information to transmit online.

7. Your choices and privacy requests

Contact us to request correction of information you provided, ask about our privacy practices, or submit a privacy-rights request. Depending on applicable law, you may have additional rights concerning access, deletion, correction, or certain uses of personal information.

We may need to verify your identity before acting on a request. Some requests may be limited by legal, regulatory, or recordkeeping requirements.

If you receive marketing emails, you may use the unsubscribe instructions provided or contact us. Service-related or legally required communications may continue when applicable.

8. Children’s information

This website is intended for adults and is not directed to children under 13. If you believe a child has submitted personal information, please contact us so we can review and address the matter.

9. Links to other websites

Links to third-party websites are provided for convenience. Their privacy and security practices are governed by their own policies. Review those policies before providing information.

10. Changes to this policy

We may revise this policy to reflect changes in the website, business practices, or applicable requirements. Revisions will be posted on this page, with additional notice where required.

Contact us about privacy

Certified Financial Group, LLC

Attn: David Anderson
Email: David@cfgmoney.com
Phone: (801) 739-5525

3125 S Mountair Drive
Salt Lake City, UT 84106

The current date above updates automatically for your local time. It is not a policy revision date.