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Privacy Policy

A legal disclaimer

JTW Financial Services ("we," "us," or "our") is 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 www.jtwfinancialservices.com (the "Site") or engage with our financial services.

Please read this policy carefully. If you disagree with its terms, please discontinue use of our Site.  WE DO NOT SELL YOUR INFORMATION.

Information We Collect

We may collect the following categories of personal information:

a) Information You Provide Directly

  • Full name, email address, phone number, and mailing address

  • Financial information you submit when inquiring about or applying for our services

  • Employment information, income details, and identification documents (where required)

  • Messages, inquiries, or feedback submitted through contact forms

b) Information Collected Automatically

  • IP address, browser type, and operating system

  • Pages visited, time spent on the Site, and referring URLs

  • Device identifiers and geographic location data (city/region level)

  • Cookies and similar tracking technologies (see Section 7)

c) Information from Third Parties

  • Credit bureaus, identity verification services, or financial data providers (where applicable and with your consent)

  • Publicly available information relevant to the services you request

How We use your Information

We use the information we collect to:

  • Provide, operate, and improve our financial services and website

  • Respond to your inquiries and communicate with you

  • Process applications, transactions, or service requests

  • Verify your identity and comply with legal obligations

  • Assess eligibility for financial products or services

  • Send administrative notices, updates, and service-related communications

  • Send marketing communications (only where you have opted in)

  • Detect, investigate, and prevent fraudulent or unauthorized activity

  • Comply with applicable laws, regulations, and regulatory requirements

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