Privacy Policy

Last Updated: October 14, 2026

Welcome to Finance Mutual Asset. We are committed to protecting your personal information and your right to privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website financemutualasset.com, interact with our services, or engage with us.

1. Information We Collect

We collect personal information that you voluntarily provide to us when expressing an interest in obtaining information about us or our products and services, participating in activities on the website, or otherwise contacting us. This includes:

Personal Data: Name, email address, phone number, mailing address, billing information, Social Security Number (for loan processing), employment details, and financial history.

Automated Data: IP address, browser characteristics, operating system, language preferences, referring URLs, device name, country, location, and information about how and when you use our website.

2. How We Use Your Information

We use personal information collected via our website for a variety of business purposes described below. We process your personal information for these purposes in reliance on our legitimate business interests, in order to enter into or perform a contract with you, with your consent, and/or for compliance with our legal obligations:

To facilitate account creation and authentication.
To process loan applications, mortgages, and financial transactions.
To deliver targeted wealth management and tax advisory services.
To send administrative information, policy updates, and service alerts.
To fulfill and manage your orders and subscriptions.
To protect our services against fraud and unauthorized access.

3. Sharing Your Information

We may process or share data based on the following legal basis: Consent, Legitimate Interests, Performance of a Contract, Legal Obligations, or Vital Interests. We share data with third-party vendors, service providers, contractors, or agents who perform services for us (e.g., payment processing, data analysis, email delivery, hosting services). We require all third parties to respect the security of your personal data and treat it in accordance with the law.

4. Cookies and Tracking Technologies

We may use cookies and similar tracking technologies to access or store information. Specific information about how we use such technologies and how you can refuse certain cookies is set out in our Cookie Policy. You can control cookies through your browser settings.

5. Data Retention

We will only keep your personal information for as long as it is necessary for the purposes set out in this privacy policy, unless a longer retention period is required or permitted by law (such as tax, accounting, or other legal requirements).

6. Security of Your Information

We use administrative, technical, and physical security measures to help protect your personal information. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that despite our efforts, no security measures are perfect or impenetrable.

7. Your Privacy Rights

Depending on your state of residence (e.g., California under CCPA/CPRA), you may have rights including the right to request access to, correct, or delete your personal data, the right to restrict processing, and the right to opt-out of the sale of personal data. To exercise these rights, contact us at info@financemutualasset.com.

8. Updates to This Policy

We may update this privacy policy from time to time. The updated version will be indicated by an updated "Revised" date and the updated version will be effective as soon as it is accessible.

9. Contact Us

If you have questions or comments about this policy, you may email us at info@financemutualasset.com, call us at (585) 384-5157, or write to us at 61973 State 415 Rte, Cohocton, New York 14826, USA.

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