PRIVACY POLICY
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Privacy Policy
Effective Date: 04-01-2026
BQT Financial Group (“BQT,” “we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of the personal information entrusted to us. This Privacy Policy explains how we collect, use, safeguard, and disclose information obtained through our website and through our professional services.
By using our website or providing information to us, you agree to the practices described in this Privacy Policy.
Information We Collect
We may collect personal information in several ways, including when you visit our website, complete a contact form, schedule a consultation, or engage with our services.
Types of information we may collect include:
Personal identification information
- Name
- Email address
- Phone number
- Mailing address
Professional or financial information (when voluntarily provided)
- Occupation or business information
- Financial planning information
- Investment goals or objectives
Technical information
- IP address
- Browser type
- Device type
- Website usage data through analytics tools
We collect only the information reasonably necessary to respond to inquiries, deliver services, or improve our website and client experience.
How We Use Your Information
Information collected may be used for the following purposes:
- Responding to inquiries and communication requests
- Scheduling consultations or appointments
- Providing financial advisory, tax, or related services
- Delivering requested information about our services
- Improving website functionality and user experience
- Complying with regulatory and legal obligations
We do not sell or rent personal information to third parties.
Sharing of Information
We may share information only in limited circumstances, including:
Service providers
We may share necessary information with trusted third-party service providers who assist with services such as:
- Website hosting
- Appointment scheduling platforms
- Email communication systems
- Compliance or regulatory support
These providers are required to maintain confidentiality and use the information only for the services they provide.
Legal and regulatory requirements
We may disclose information when required to do so by law, regulation, court order, or regulatory authority.
Professional service coordination
In some cases, with client permission, we may coordinate with other professionals such as attorneys, accountants, or financial institutions to support a client’s financial strategy.
Data Security
We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, or destruction.
These safeguards may include:
- Secure systems and encrypted communication channels
- Access controls and internal confidentiality procedures
- Vendor security standards where applicable
While we take appropriate steps to protect personal information, no method of electronic transmission or storage is completely secure.
Cookies and Website Analytics
Our website may use cookies or analytics tools to better understand how visitors interact with our website.
Cookies are small data files stored on your device that help improve website functionality and user experience.
These tools may collect information such as:
- Pages visited
- Time spent on pages
- Device type
- Geographic region (general)
You may adjust your browser settings to decline cookies if preferred.
Third-Party Links
Our website may contain links to third-party websites. These sites operate independently and have their own privacy policies.
BQT Financial Group is not responsible for the privacy practices or content of external websites.
Confidentiality of Client Information
For individuals who become clients, additional privacy protections may apply under applicable financial privacy regulations.
Client information is treated with strict confidentiality and is used solely for the purpose of delivering professional services and fulfilling regulatory obligations.
Your Privacy Choices
You may request to:
- Update or correct personal information
- Request removal from certain communications
- Ask questions about how your information is used
Requests may be submitted using the contact information below.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect regulatory changes, business practices, or website updates.
When changes are made, the updated policy will be posted on this page with the revised effective date.
Contact Information
If you have questions about this Privacy Policy or how your information is handled, please contact us:
BQT Financial Group
Email: info@bqtfinancialgroup.com
Phone: (301)888-4423
Website: www.bqtfinancialgroup.com
Our Commitment
Protecting client information is an important part of the trust placed in us.
We are committed to maintaining privacy, confidentiality, and responsible stewardship of the information entrusted to our firm.