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Privacy Policy

Last updated August 21, 2021

Blue Tree Financial LLC recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. Blue Tree Financial LLC will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. Blue Tree Financial LLC will provide this privacy statement to all clients annually.

We want our clients to understand what information we collect, how we use it, and how we protect your personal information.

Why We Collect Your Information

We gather information about you so that we can:

  • Help design and implement the investment and planning related services we provide you; and
  • Comply with the Federal and State laws and regulations that govern us.

What Information We Collect and Maintain

We may collect the following types of “nonpublic personal information” about you:

  • Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information.
  • Information that we generate to service your financial needs.
  • Information that we may receive from third parties with respect to your financial profile

What Information We Disclose

We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, in order for us to provide planning or investment management services to you, we may disclose your personal information in limited circumstances to various service providers, such as our clearing firm or independent contractors hired by Blue Tree Financial LLC. 

Otherwise, Blue Tree Financial LLC will not disclose any personal information about you or your account(s) unless one of the following conditions is met:

  • We receive your prior written consent; or
  • We have documentation that the recipient is your authorized representative; or
  • We are required by law to disclose information to the recipient

Arrangements with companies or independent contractors not affiliated with Blue Tree Financial LLC will be subject to confidentiality agreements.

How We Protect Your Personal Information

Privacy has always been important to Blue Tree Financial LLC. We restrict and limit access to client information only to those who need to carry out their business functions. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.

What rights you have over your data

If you have an account on this site, or have left comments, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.

How to contact us

Phone: 407-434-1616

Email: info@bluetreefi.com

Mailing Address: 941 W. Morse Blvd. Suite 100, Winter Park, FL 32789

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Blue Tree Financial, LLC (“BTF”) is a registered investment advisor offering advisory services in the State of Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by BTF in the rendering of personalized investment advice for compensation shall not be made without first complying with jurisdiction requirements or pursuant to applicable state exemptions. All written content on this site is for information purposes only. Opinions expressed herein are solely those of BTF, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

©2023, Blue Tree Financial.

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