Broker Check

Privacy Policy

At Legacy Financial Consulting Services, we value your privacy and are committed to protecting your personal information. This policy outlines how we collect, use, and safeguard the data you provide to us.

Information We Collect
We collect the following personal information when you voluntarily provide it:

  • Name
  • Email address
  • Phone number


How We Use Your Information
We use the information you provide to:

  • Communicate with you about our financial services and wealth management offerings
  • Send you relevant updates, newsletters, and promotional content via email or SMS
  • Respond to your inquiries and provide customer support


Data Protection
We implement industry-standard security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. We do not sell your data.

Your Rights
You have the right to:

  • Access the personal information we hold about you
  • Request corrections to inaccurate data
  • Opt-out of marketing communications at any time


Updates to This Policy
We may update this privacy policy periodically. Any changes will be reflected on this page.

For questions or concerns about our privacy practices, please contact us at 814.833.3360 or email us at LFErie@LPL.com.