Bandy Financial Group

Privacy Policy

Effective September 13, 2026

This policy explains how Bandy Financial Group collects, uses, and protects information submitted through this website, webinar registration forms, workshop requests, and mortgage-review profiles.

Information we collect

We may collect your name, email address, telephone number, organization information, webinar preferences, referral source, and information you voluntarily provide about your mortgage, debts, income, or financial goals.

How we use your information

• Register you for workshops and provide webinar access information.
• Send workshop confirmations, reminders, updates, and requested follow-up information.
• Respond to questions, workshop requests, and private mortgage-review requests.
• Prepare estimates or educational illustrations based on information you provide.
• Maintain business records, improve our services, and meet legal obligations.

How information may be shared

We do not sell personal information submitted through our forms. Information may be shared with service providers that help us operate registration, email, texting, scheduling, data storage, or related business functions; when required by law; or with your direction or permission.

Your communication choices

You may unsubscribe from marketing emails using the unsubscribe option provided in the message or by contacting us. You may opt out of text messages by replying STOP. You may still receive messages needed to complete a registration or respond to a request you initiated.

Data protection and retention

We use reasonable administrative and technical safeguards. No internet transmission or storage system can be guaranteed completely secure. We retain information only as long as reasonably necessary for the purposes described here, our business records, and applicable legal requirements.

Your choices

You may ask to review, correct, or delete personal information you submitted, subject to legal and recordkeeping requirements. Consent to receive marketing or informational messages is not required to purchase any product or service.

Updates to this policy

We may update this policy as our services or practices change. The effective date above identifies the latest version.