Glickfeld Advisors

Privacy Policy

Effective date: July 22, 2026  ·  Last updated: July 22, 2026

This Privacy Policy describes how Glickfeld Advisors (“Glickfeld Advisors,” “we,” “us,” or “our”) collects, uses, and protects information when you visit glickfeldadvisors.com (the “Site”), contact us, or communicate with us by phone, email, or text message. By using the Site or providing us your information, you agree to the practices described here.

Information We Collect

We collect information you provide to us directly and information collected automatically when you use the Site.

Information you provide includes your name, email address, phone number, company or business details, and any information you enter into our forms, surveys, or messages when you request information, book a consultation, or contact us.

Information collected automatically may include your IP address, browser type, device information, pages viewed, referring website, and similar usage data gathered through cookies and comparable technologies.

How We Use Your Information

We use the information we collect to:

  • Respond to your inquiries and provide the services or information you request;
  • Schedule, confirm, and follow up on appointments and consultations;
  • Send you service-related, transactional, and (where you have consented) promotional communications;
  • Operate, maintain, and improve the Site and our services;
  • Comply with applicable laws and enforce our terms.
Text Messaging

SMS / Text Messaging Terms & Consent

Opt-in. By providing your mobile phone number and checking the applicable consent box on our forms, you expressly consent to receive text messages from Glickfeld Advisors at the number provided. Entering a phone number alone does not opt you in; consent is collected separately for non-marketing (transactional) messages and for marketing (promotional) messages, and neither consent is required to submit a form or to purchase any service.

Types of messages. Depending on the consent you provide, messages may include appointment confirmations, responses to your inquiries, follow-ups, and service updates (transactional), and information about new services, offers, and promotions (marketing).

Message frequency. Message frequency varies.

Rates. Message and data rates may apply.

Help and opt-out. Reply HELP for assistance at any time. Reply STOP to unsubscribe from text messages at any time; after you send STOP, you will receive a confirmation and we will stop sending SMS messages to that number.

Consent is not shared. Your mobile opt-in and SMS consent are never shared with third parties or affiliates.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

How We Share Information

We do not sell or rent your personal information. We may share information with trusted service providers who perform functions on our behalf—such as website hosting, customer relationship management, communications delivery, and analytics—solely to provide services to us and under obligations of confidentiality. As stated above, mobile opt-in and SMS consent information is not shared with third parties or affiliates for marketing or promotional purposes. We may also disclose information when required by law or to protect our rights, safety, or property.

Cookies & Tracking Technologies

The Site uses cookies and similar technologies, which may include analytics and advertising tools such as the Meta (Facebook) Pixel and Google services, to understand how visitors use the Site and to measure and improve our marketing. You can control cookies through your browser settings; disabling them may affect Site functionality.

Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect the information we collect. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Your Choices & Rights

You may opt out of marketing emails using the unsubscribe link in those emails, and out of text messages by replying STOP. Depending on where you live, you may have rights to access, correct, or delete the personal information we hold about you. To make a request, contact us using the details below.

Third-Party Links

The Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites, and we encourage you to review their policies.

Children’s Privacy

The Site is not directed to children under 13, and we do not knowingly collect personal information from children under 13.

Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Last updated” date above. Your continued use of the Site after changes are posted constitutes acceptance of the updated policy.

Contact Us

If you have questions about this Privacy Policy or our data practices, contact us at:

Glickfeld Advisors
4525 Vista De Oro Ave
Woodland Hills, CA 91364
Email: [email protected]
Phone: (248) 408-7994

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