What Does Willow Wealth Financial Do With Your Personal Information?
Why?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What?
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
- Social Security number and income
- Account balances and payment history
- Credit history and credit scores
How?
All financial companies need to share customers' personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers' personal information; the reasons Willow Wealth Financial chooses to share; and whether you can limit this sharing.
| Reasons we can share your personal information | Does Willow Wealth Financial share? | Can you limit this sharing? |
|---|---|---|
| For our everyday business purposes — such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus | YES | NO |
| For our marketing purposes — to offer our products and services to you | YES | NO |
| For joint marketing with other financial companies | YES | NO |
| For our affiliates' everyday business purposes — information about your transactions and experiences | YES | NO |
| For our affiliates' everyday business purposes — information about your creditworthiness | YES | YES |
| For our affiliates to market to you | YES | YES |
| For nonaffiliates to market to you | YES | YES |
Call us at (858) 207-6324
Email us: info@willowwealthfinancial.com
Please note: If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.
Who We Are
Who is providing this notice? Willow Wealth Financial
What We Do
How does Willow Wealth Financial protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does Willow Wealth Financial collect my personal information?
We collect your personal information, for example, when you:
- Sign up for our products or services
- Provide us your contact information
- Contact us via telephone
Why can't I limit all sharing?
Federal law gives you the right to limit only:
- Sharing for affiliates' everyday business purposes — information about your creditworthiness
- Affiliates from using your information to market to you
- Sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
What happens when I limit sharing for an account I hold jointly with someone else?
Your choices will apply to everyone on your account.
Definitions
Affiliates: Companies related by common ownership or control. They can be financial and nonfinancial companies.
Nonaffiliates: Companies not related by common ownership or control. They can be financial and nonfinancial companies. Nonaffiliates include direct marketing companies and service providers.
Joint marketing: A formal agreement between nonaffiliated financial companies that together market financial products or services to you. Our joint marketing partners include debt consolidation lenders, lead generators, and marketing and sales organizations.
Other Important Information
Your California Privacy Rights
If you are a California resident, California law may provide you with additional rights concerning Willow Wealth Financial's collection, use, and disclosure of your personal information. Under the California Consumer Privacy Act (CCPA), you may have rights regarding the categories of data collected, the purpose for its collection, the ability to opt out of the sale of such data, and the right to request deletion. To exercise your rights, call us at (858) 207-6324 or visit our Data Request page.
Nevada Residents
You may be placed on our internal Do Not Call List by calling us at (858) 207-6324. Nevada law requires we provide the following contact information: Bureau of Consumer Protection, Office of the Nevada Attorney General, 555 E. Washington St., Suite 3900, Las Vegas, NV 89101, Phone number: 702.486.3132, email: aginfo@ag.nv.gov.
Vermont Residents
In accordance with Vermont regulations, we automatically treat all individuals with Vermont mailing addresses as if you have requested that we not share your information with non-affiliated third parties and that we limit the information, if any, that we share with Willow Wealth Financial affiliates.
Contact Us
- Willow Wealth Financial
- Phone: (858) 207-6324
- Email: info@willowwealthfinancial.com
- Website: willowwealth-debt.com