Skip to content

Your privacy is valued and respected. Current and prospective clients should feel protected and comfortable entrusting Maura Madden Financial Planning, LLC (Maura Madden FP) with their personal information.

What Personal Data We Collect

We collect non-public information, meaning any information that the general public does not have access to. This includes but is not limited to: income, address, Social Security number, assets, and credit relationships. We gather data in order to provide individualized and appropriate investing and financial planning services. This information is provided voluntarily and is supplied directly by you or from third parties with respect to your financial profile.

Data Storage

We will not sell customer data or share personal information with any other entities unless you provide written consent or it is a requirement by law. Information is collected in order to best service our clients and adhere to State and Federal regulations.

Data Protection

Physical, electronic, electronic, and procedural safeguards are in place in order to maintain privacy. If you decide to no longer remain a client, we will continue to keep your data confidential. We will never sell your information. We encourage clients to be proactive in maintaining the confidentiality of their own data by only submitting information through secured methods.