Privacy | Seneco Global Advisors

Effective Date: June 19, 2025

Seneco Global Advisors (“we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, share, and safeguard your information when you visit our website or engage with our services.

Information We Collect

We may collect the following types of information:

Personal Information You Provide
Name
Email address
Phone number
Mailing address
Financial information (in connection with financial planning or insurance applications)
Any other information you choose to share with us via web forms, email, or phone

Automatically Collected Information

IP address
Browser type and version
Pages visited and time spent on the site
Device type
Referral sources

We use cookies and similar technologies to enhance your experience. You may adjust your browser settings to refuse cookies, though some features of the site may not function properly.

How We Use Your Information

We use the information we collect to:

Respond to your inquiries and provide services
Deliver marketing and educational materials, where permitted
Evaluate and improve our website and offerings
Comply with legal obligations

We do not sell your personal information.

Information Sharing

We may share your information:

With service providers who assist in operating our business (e.g., CRM systems, marketing platforms)
With licensed financial and insurance professionals affiliated with our firm
As required by law or to comply with regulatory requirements
In connection with a business transaction such as a merger, sale, or asset transfer

All third parties are required to maintain the confidentiality and security of your information.

Data Security

We implement physical, administrative, and technical safeguards to protect your information. While no system is completely secure, we take reasonable measures to prevent unauthorized access, use, or disclosure.

Your Choices

You may:

Opt out of receiving marketing emails by using the unsubscribe link provided
Request access, correction, or deletion of your personal data by contacting us at \[insert contact email]

Some data may be retained as required by law or for legitimate business purposes.

Children’s Privacy

Our services are not directed to children under 13. We do not knowingly collect personal information from children.

Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the privacy practices or content of those sites.

Changes to This Policy

We may update this Privacy Policy from time to time. The updated version will be posted on our website with the revised effective date.

If you have questions or concerns about this Privacy Policy, please contact:

Seneco Global Associates

555 Long Wharf Drive
New Haven, CT 06511

info@seneco.com

203.789.1174