Confidentiality

Privacy

Pivotal Financial Resources provides consulting to financial institutions. Engagements may require account and transaction information. That information is treated as confidential.

What we collect

We request only what the work requires. Information marked confidential is handled as such throughout the engagement.

What we share

We do not share confidential information without express written approval from the financial institution, except as required by court order.

This website

The contact form opens a message in your own mail client addressed to info@pivotalfinancial.com. We do not store form submissions on this site.

Questions

Write info@pivotalfinancial.com or call 512-496-5274.