Home / Privacy Policy

Your privacy, respected.

How 755 Financial collects, uses, and safeguards the information you share with us — on this website and as part of our advisory relationship.

Last updated: [CONFIRM date before publish]

Plain-language summary: We collect only what we need to respond to you and run this website. We use cookies to keep the site working and to improve it. We do not sell your information. You can ask us what we hold, or ask us to stop using non-essential cookies, at any time.

Who this policy covers

This Privacy Policy explains how 755 Financial (“755 Financial,” “we,” “us,” or “our”) handles information collected through this website. It applies to visitors to the site and to people who contact us through it. Information you provide as part of an established advisory relationship may also be governed by our consumer financial privacy notice and any agreements you sign with us. [CONFIRM: final RIA entity name and any separate GLBA privacy-notice document before publish.]

Information we collect

We collect information in a few limited ways:

  • Information you give us directly. When you use our contact form or reach out to us, we collect the details you choose to provide — typically your name, email address, phone number, and the message or goal you describe. [CONFIRM exact contact-form fields.]
  • Cookies and similar technologies. When you visit, our site may store small files (“cookies”) in your browser. These include a cookie used for A/B testing (which measures which version of a page works best — it stores only a short variant label, not your identity), a cookie that records your cookie-consent choice so we do not ask again, and any analytics cookies we use to understand aggregate, non-identifying site usage. [CONFIRM which analytics provider, if any, is used at launch.]
  • Automatically collected technical data. Like most websites, our hosting and analytics tools may record standard technical information such as browser type, device type, general location derived from IP address, and pages visited. This is used in aggregate to keep the site secure and improve it. [CONFIRM hosting/analytics data retention with provider.]

How we use your information

We use the information we collect to:

  • respond to your questions and requests, and follow up about our services;
  • operate, maintain, and secure this website;
  • understand how the site is used and improve its content and layout (including through the A/B testing described above);
  • meet our legal, regulatory, and recordkeeping obligations.

We do not use the information you submit through this site to make automated decisions about your finances, and nothing you submit here creates an advisory relationship until a written agreement is in place.

We do not sell your information

755 Financial does not sell your personal information. We do not rent or trade the information you provide. We share information only with service providers who help us operate the site and our business (for example, website hosting, email, and analytics providers), and only to the extent they need it to perform that work — under obligations to protect it. We may also disclose information where required by law, regulation, subpoena, or to protect our rights, and in connection with a business transfer such as a merger or reorganization. [CONFIRM list of service providers / sub-processors before publish.]

Financial privacy (consumer notice)

If you become a client, the nonpublic personal information you share with us in connection with advisory services is protected under applicable financial-privacy law, including the Gramm-Leach-Bliley Act (GLBA) and, where applicable, the SEC’s Regulation S-P. Under those rules, we limit the collection, use, and sharing of your nonpublic personal information to what is permitted, maintain safeguards to protect it, and provide a separate consumer privacy notice describing your rights and any limited circumstances in which information may be shared. [legal review — confirm the firm’s GLBA / Reg S-P consumer privacy notice and opt-out mechanics with counsel before publish; do not treat this paragraph as the official notice.]

Cookies and your choices

When you first visit, we show a cookie banner so you can accept or decline non-essential cookies. Your choice is stored in a cookie_consent cookie so we remember it. You can also:

  • change or clear cookies at any time through your browser settings;
  • set your browser to block or delete cookies (some parts of the site may work less smoothly);
  • contact us to ask what non-essential tracking, if any, is active.

Essential cookies — those needed for the site to function and to remember your consent choice — are always used. We honor your browser’s “Do Not Track” signals to the extent our tools support them. [CONFIRM Do-Not-Track / Global Privacy Control handling with analytics provider.]

Data security

We maintain reasonable administrative, technical, and physical safeguards designed to protect the information we collect against unauthorized access, use, or disclosure. No website or method of transmission is completely secure, however, so we cannot guarantee absolute security. Please do not send sensitive account numbers, Social Security numbers, or similar details through the contact form; if we need that information, we will collect it through a secure channel. [legal review — confirm the firm’s written information security program and breach-notification obligations with counsel.]

Data retention

We keep the information you provide for as long as needed to respond to you, provide our services, and meet our legal and regulatory recordkeeping obligations, after which we take steps to delete or de-identify it. [CONFIRM retention periods against applicable RIA books-and-records rules.]

Children’s privacy

This site is intended for adults and is not directed to children under 13. We do not knowingly collect personal information from children. If you believe a child has provided us information, please contact us and we will delete it.

Third-party links

Our site may link to third-party websites, such as FINRA BrokerCheck or regulatory resources. We are not responsible for, and do not control, the content or privacy practices of those sites. Review their privacy policies before providing any information.

Changes to this policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Last updated” date above. Material changes will be reflected on this page; please check back periodically.

How to contact us or opt out

To ask what information we hold, request corrections, opt out of non-essential cookies or marketing follow-up, or ask a privacy question, reach us at:

This Privacy Policy is provided for general informational purposes and does not create an advisory, brokerage, or other professional relationship. Where this policy differs from a signed client agreement, a separate GLBA consumer privacy notice, or the official Form ADV / Form CRS, those documents control. See also our Disclosures and Terms of Use.