Who we are
VFG Advisory is the brand name under which VFG Advisory LLC, its subsidiaries, and Ansel & Associates CPAs LLP practice. This policy explains what we collect when you visit vfgadvisory.com, why we collect it, and the choices you have. It applies to this website and to the forms on it. Information you share with us as a client is also governed by your engagement letter and the professional standards we practice under.
What we collect
Information you give us. When you contact us, request a consultation, sign up for VFG Insights, or apply for a role, we collect what you enter: typically your name, email address, phone number, company, and whatever you tell us about your situation. The Client Portal collects the documents you choose to upload and is covered by its own terms.
Information collected automatically. Like most websites, we record the pages you visit, the device and browser you use, and an approximate location derived from your IP address. We use this to understand how the site is used and to keep it working.
How we use it
- To respond to your enquiry and connect you with the right member of our team
- To send you the updates you have asked for, which you can stop at any time
- To understand which parts of the site are useful and improve them
- To meet our legal and professional obligations
We do not sell your information or use it to make automated decisions about you.
Cookies and analytics
This site uses cookies for two purposes: to remember choices you make while you are here, and to measure traffic through Google Analytics. You can block or delete cookies in your browser settings; the site will still work, though some conveniences will not.
When we share it
We share information with the service providers who help us run this site and our practice, such as hosting, email, and the platform that stores form submissions, and only for that purpose. We may also disclose information where the law or our professional standards require it. We never share client information for marketing by anyone else.
Your choices
You can unsubscribe from VFG Insights using the link in any email. You can ask us what we hold about you, ask us to correct it, or ask us to delete it, and we will respond within 5 business days. Some records must be kept for the period professional standards require, and we will tell you if that applies.
Security and retention
We use reasonable technical and organizational safeguards to protect the information we hold, and we keep it only as long as needed for the purpose it was collected or as our professional obligations require.
Changes to this policy
When we update this policy, we will post the new version here with a new effective date. Changes that affect how we use information you have already given us will be explained at the top of the page.
Contact
Questions about this policy or about your information can be sent to itsupport@vfgadvisory.com or by post to VFG Advisory, 1131 Campus Drive West, Morganville, NJ 07751.