(804) 282-1238

Privacy Policy

At Commonwealth Retirement Advisors, we are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy outlines how we collect, use, and protect your data.

1. Information Collection and Use

We collect personal information to provide you with tailored financial services and advice. This information may include, but is not limited to, your name, contact details, financial information, and other relevant data.

2. No Sharing or Selling of Personal Information

We will not share, sell, or rent your personal information to third parties for the purpose of marketing. Your trust is paramount to us, and we are dedicated to maintaining the confidentiality and security of your information.

3. Mobile Information

We understand the importance of your mobile information. We will not share mobile information with third parties or affiliates for marketing or promotional purposes. Your mobile data will be used solely for the purpose of providing you with our services and improving your experience.

4. Support Services

In certain instances, we may share your information with vendors who assist us in delivering customer service and support. These vendors are bound by confidentiality agreements and are only permitted to use your information to support our services.

5. Exclusion of Text Messaging Originator Opt-In Data

We respect your consent and privacy preferences. All use case categories exclude text messaging originator opt-in data and consent. This specific information will not be shared with any third parties.

8. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at 804.282.1238 or at

CCO Approval as of 5/15/24