Terms and Condition

Terms and condition

Welcome to Bridgetrustfinance!

These terms and conditions outline the rules and regulations for the use of Bridgetrustfinance's Website.

By accessing this website we assume you accept these terms and conditions. Do not continue to use Bridgetrustfinance if you do not agree to take all of the terms and conditions stated on this page.

If you have additional questions or require more information, do not hesitate to contact us through email at [email protected].

We value the trust our clients and prospective clients have placed in us and are committed to the responsible management, use, and protection of your personal information. This Privacy Notice will outline how we protect your information and use it to service your account(s). This notice is provided to you by BRIDGE TRUST FINANCE Financial Advisors, Inc. (“BRIDGE TRUST FINANCE”).

Our Privacy Principals:

BRIDGE TRUST FINANCE adheres by the following privacy principals:

  • We do not sell client information;
  • We do not provide client information to persons or entities outside of BRIDGE TRUST FINANCE who are doing business for their own marketing purposes; and
  • We afford prospective clients and former clients the same protections as existing clients with regard to the use of personal information.

Information We Collect:

BRIDGE TRUST FINANCE collects personal information about our clients to help us serve your financial needs, process transactions in your accounts, provide customer service, and fulfill legal and regulatory requirements. BRIDGE TRUST FINANCE collects information about our clients from the following sources:

  • Information provided to us by you (through applications, forms, or discussions);
  • Information about your transactions with us or others; and
  • Information from other third parties (employers, associations, other institutions, etc.).

Information We Disclose:

We may not disclose your nonpublic personal information without your prior consent, unless the disclosure falls under the following circumstances:

  • To your other advisors;
  • To provide services requested by you (i.e. account maintenance and providing statements);
  • To establish or maintain an account with an unaffiliated third party, such as a clearing broker providing services to you and/or BRIDGE TRUST FINANCE;
  • To other third parties BRIDGE TRUST FINANCE utilizes to maintain our business;
  • To other third parties BRIDGE TRUST FINANCE utilizes to provide services on your behalf; and
  • To government entities or other third parties in response to subpoenas or other legal processes as required by law.

Our Security Policy:

Confidential client information is limited to those individuals who need it to perform their jobs. We maintain physical, electronic, and procedural security measures that comply with applicable state and federal regulations to safeguard confidential client information. Keeping your information secure is of the highest priority for BRIDGE TRUST FINANCE.

Closed or Inactive Accounts:

This notice extends to all clients with closed or inactive accounts. BRIDGE TRUST FINANCE will always secure private data even after a relationship is terminated.

Changes to Privacy Policy:

If we make any substantial changes in the way we use or disseminate confidential information, we will notify you.



If you have any questions concerning this Privacy Policy, please feel free to contact us at [email protected].


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