Privacy Policy


This is the privacy policy for the website of PensionmarkMeridien.

10 Dorrance Street, Suite 524, Providence, RI 02903
We can be reached via email at or by telephone at 401.272.7070.


PensionmarkMeridien considers the privacy of our visitors (you) to be extremely important. This privacy policy applies to and describes in detail the types of information we collect and how we use that information. This policy does not apply to any information collected offline or via channels other than this website.

We do not collect personal information unless you choose to provide it to us by sending us an email or completing and submitting our contact form. We do not give, share, sell, or transfer any personal information to any third party, except as provided herein.


What types of personal information does PensionmarkMeridien collect? If you choose to contact us by sending us an email or otherwise contacting us through our website, we will collect personal information from you, including personally identifiable information such as your first and last name, your email address, and any other personally identifiable information you provide in the content of your communication to us. For instance, if you contact us in response to any employment opportunities listed on our website, we may collect your first and last name, your email address, your mailing address, information about your employment history, and any other personal information you choose to provide us. If you "opt-in" by sending us an email or completing and submitting our contact form, we assume you agree to allow us to collect and save your personal information to reply to your communication, respond to your request, or contact you later.


Transactional Communications
We may use the personal information you provide us, including your name, email address, and the content of your communication to consider and, as appropriate, reply to your communication, respond to your request, or contact you later.


    If you contact us and you have not opted-out of receiving promotional emails, we may collect and use your name and email address to send you our electronic newsletters and other marketing messages from time to time. These messages may come from our systems directly, our home-office (Pensionmark Financial Group, LLC which is a separate corporate entity from PensionmarkMeridien), or via a third-party email marketing agency on our behalf. If you are a prospective client, we may use the personal information you provide us to also send you messages with information about services and events that we believe you may be interested in. You may opt-out of receiving future newsletters and marketing messages from us by following the instructions at the bottom of the email messages received.

    For purposes of gauging interest and to help improve our web content to better serve our community of clients, prospects and business partners, and you receive our electronic newsletters or other marketing messages, at times we may track the actions you take upon receiving the newsletter or other marketing message, such as the topics or articles you clicked on. This information is linked to your name, email address, and company name. This information is collected and used for internal purposes only.


    If you provide us with any personal information as part of an inquiry or application for an employment opportunity, we may use your personal information to consider your application or inquiry and, as appropriate, process your application, reply to your communication, or contact you later.


    Except as otherwise provided in this privacy policy, and with the exception of our affiliates, agents, business partners, or third-party service providers ("Approved Users") who help make our website and its content available to you, who help us respond to your requests and inquiries, who help us administer some of our correspondence with you, and who otherwise help us better serve you, we do not give, share, sell, or transfer any personal information to any third party. We provide our Approved Users with only the information they need to perform their services, and we require them to protect and keep confidential your personally identifiable information. Although we use reasonable precautions to ensure that Approved Users protect your personal information, we cannot guarantee that they will protect your personal information to the same extent as described in this privacy policy. Please NEVER provide critically personal information such as your social security number or confidential identification information to us via an unsecure email or unsolicited; we do not solicit such confidential information.

    Also, without limiting the foregoing, we reserve the right to use or disclose any personal information as needed to satisfy any law, regulation, or legal request, to conduct investigations of consumer complaints or possible breaches of law, to protect the integrity of our website, to fulfill your requests, or to cooperate with any legal investigation. Additionally, if we are bought or acquired by another company, merged with another company, or go through reorganization or bankruptcy, your information may be disclosed to prospective investors, buyers, or other acquirers or successors of PensionmarkMeridien in connection with the applicable transaction (and in the case of an acquisition, we may transfer the information collected through our website to the purchaser as part of the sale).


    Like many other websites, uses Google Analytics to collect anonymous data about our website visitors. What does Google Analytics record?

  • The website you came from to get here.
  • The length of your stay on
  • The kind of operating system and browser you're using.
  • Your Internet Protocol (IP) address and the name of your Internet Service Provider (ISP).
  • The day and time you visit the site
  • The pages you visit.


    The information tracked with Google Analytics provides us with a better understanding of our visitors and what content they're reading. We compile statistics about the number of visitors this website receives, the browsers and operating systems being used, and the most and least read pages. Personally identifiable information is not included.

    The tracking and reporting activity on falls within the bounds of the Google Analytics Terms of Service.

    You can use a browser add-on to opt out of all Google Analytics tracking software.

    We do not partner with any third-party ad servers or ad networks.

    This website contains links to other websites. Once you leave, you are subject to the privacy policy of the new website. Websites external to have their own privacy policies and may collect data or solicit personal information. We suggest contacting these sites directly for information on their privacy policies.

    By using our website, you hereby consent to our privacy policy and agree to its terms.

    This privacy policy was last updated on: May 22, 2019.

    Should we update, amend, or make any changes to our privacy policy, those changes will be posted here.

    Want to work with us?