send all business-related inquiries to info@portolagroup.com
 

The Portola Group, Inc. Privacy Policy

Effective: October 1, 2004.
Updated: March 11, 2008.

Financial Peace Of Mind: The Portola Group, Inc. does not share any non-public personal information (including contact information) with any third parties, except:

• As necessary to provide the service that a client has requested or authorized, or to maintain and service the client’s account
   
• As required by law
   
• To the extent reasonably necessary to prevent fraud and unauthorized transactions

The Portola Group, Inc. collects contact information from prospective clients visiting our website so that we can provide them with the information they have requested.

There have been no material changes to the policy since October 1, 2004. Any Privacy Policy updates will be posted to our website at www.portolagroup.com under the Contact Us section. If you have any questions about the Portola Group, Inc.’s Privacy Policy, please email us at privacy@portolagroup.com.