Privacy Policy

Blue Rock Financial Group is committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described in this Privacy Policy.

Blue Rock Financial Group does not collect personal non-public information through this website; however, the Advisor may collect information from you on application forms, agreements, profile or investment policy statements, and other documents received or processed in relation to services we provide. We also may collect information from other sources.

We do not respond to "do not track" requests because we do not track you over time or across third-party websites to provide targeted advertising. We may track you across our website to help us improve our content.

We may use "cookies" and similar online technologies to keep, and sometimes track, information about you regarding your usage of our website. Cookies are small data files that are sent to your browser or related software from a web server and stored on your device. Cookies help us collect information about your usage of our website, including date and time of visits, pages viewed, amount of time spent on our sites, or general information about the device used to access the site, such as the browser used. You can refuse to store or delete cookies by configuring your web browser settings. Most browsers and mobile devices have their own settings to manage cookies. If you refuse a cookie when on our website, or if you delete cookies, you may experience some inconvenience in your use of our website, such as having to re-configure preferences.

When you are on this website you may have the opportunity to click through to other websites, including websites operated by unaffiliated third parties. These sites may collect nonpublic personal information about you. We do not control sites operated by these entities and are not responsible for the information practices of these sites. This Privacy Policy does not address the information practices of other websites. The privacy policies of websites operated by third parties are located on those sites.

SMS Messaging
By providing your mobile number and opting in, you consent to receive SMS text messages from Blue Rock Financial Group related to customer care and appointment reminders. Message frequency may vary. Message and data rates may apply.

Text message opt-in data and consent are not shared with any third parties (including subsidiaries and affiliates). Your personal information will not be sold or disclosed for marketing purposes.

You may opt out of receiving text messages at any time by replying STOP to any message. For assistance, reply HELP.

Contact and Policy Access
For questions about this Privacy Policy or to request a free copy, please Talk to an advisor.