Privacy Policy

Privacy Policy of www.2goadvisorygroup.com/

Last Updated : 21 March 2025

At 2Go Advisory Group, we prioritize your privacy. This Privacy Policy explains how we collect, use, store, and share your personal data in compliance with the General Data Protection Regulation (GDPR), the California Consumer Privacy Act (CCPA) & California Privacy Rights Act (CPRA), and other applicable U.S. state privacy laws (Virginia, Colorado, Connecticut, Utah).

If you have any questions about this policy or your data, please contact us:

  • Address: 2Go Advisory Group, 500 Ygnacio Valley Road, Suite 410, Walnut Creek, CA 94596

  • Email: info@2goadvisorygroup.com

1. What Personal Data We Collect

We collect different types of personal data depending on how you interact with us

CategoryExamplesPurposeIdentifiersName, email, phone number, mailing addressTo communicate with you, provide services, and respond to inquiriesAccount InformationUsername, password (if applicable)To manage your account (if applicable)Payment InformationBilling address, payment detailsTo process payments and transactionsBusiness InformationJob title, company nameTo provide consulting services and business insightsTechnical DataIP address, browser type, device IDTo improve website security, analytics, and performanceUsage DataPages visited, time spent, interactionsTo analyze and optimize website experienceMarketing PreferencesOpt-in/opt-out preferencesTo manage your marketingcommunications

We do not collect sensitive personal data (e.g., race, religion, biometric data) unless explicitly required by law or with your explicit consent.

2. How We Use Your Data

We process your data only when legally permitted. The main purposes include:

  • Providing and improving services – Delivering consulting and advisory services.

  • Communicating with you – Responding to inquiries, sending service updates.

  • Marketing and advertising – Sending relevant content (only with your consent where required).

  • Security and fraud prevention – Detecting and preventing unauthorized access or fraudulent activities.

  • Legal compliance – Meeting legal obligations and responding to lawful requests.

Legal Basis for Processing (GDPR Compliance)

We process your data based on:

  • Your consent (when required.

  • Contractual necessity (e.g., providing requested services).

  • Legal obligations (e.g., tax, fraud prevention).

  • Legitimate interest (e.g., improving services, marketing with opt-out options).

3. How We Share Your Data

We never sell your personal data, but we may share it with trusted third parties for business operations.

Third Parties We Work With

CategoryExamplesPurposeService ProvidersHosting providers, CRM platforms, payment processorsTo support business operationsAnalytics & MarketingGoogle Analytics, email marketing providersTo improve services and provide relevant contentLegal & ComplianceRegulatory agencies, law enforcementTo comply with legal obligationsBusiness TransfersMergers, acquisitions, restructuringIf ownership changes, your data may transfer

International Data Transfers (GDPR Compliance)

If your data is transferred outside the EU/EEA, we ensure it is protected through:

  • Standard Contractual Clauses (SCCs)

  • Adequacy decisions (for countries approved by the EU)

  • Other legal safeguards

4. Your Privacy Rights

For European Users (GDPR):

  • Right to Access – Request a copy of your data.

  • Right to Correction – Update incorrect or incomplete data.

  • Right to Erasure (Right to be Forgotten) – Request deletion of your data.

  • Right to Restriction – Limit how we process your data.

  • Right to Objection – Opt-out of processing based on legitimate interests.

  • Right to Data Portability – Request a copy in a structured format.

For California Users (CCPA/CPRA):

  • Right to Know – See what personal data we collect, share, or disclose.

  • Right to Delete – Request deletion of your personal data.

  • Right to Opt-Out – Stop the sale/sharing of your data (We do not sell data).

  • Right to Correct – Update your personal information.

  • Right to Limit Use of Sensitive Data – If we collect sensitive data (we currently do not).

  • Do Not Sell or Share My Personal Information (For California residents)

For Virginia, Colorado, Connecticut, and Utah Users:

  • You have similar rights to access, correct, delete, and opt-out of targeted advertising.

  • To exercise your rights, email us at info@2goadvisorygroup.com. We respond within 30 days.

5. Data Security & Retention

We take strict security measures to protect your data, including:

  • Encryption – Protecting data in transit and at rest.

  • Access Controls – Limiting access to authorized personnel only.

  • Regular Security Audits – Ensuring compliance with best practices.

Data Retention

We retain data only as long as necessary for:

  • Legal and contractual obligations.

  • Business operations.

  • User-requested services.

After this period, we securely delete or anonymize your data.

6. Cookies & Tracking Technologies

We use cookies and similar technologies to enhance your experience.

Types of Cookies We Use:

  • Essential Cookies – Required for website functionality.

  • Analytics Cookies – Help us understand site usage (Google Analytics).

  • Marketing Cookies – Used for advertising (only with your consent).

  • Manage Your Cookie Preferences

We respect "Do Not Track" (DNT) requests where applicable.

7. Policy Updates & Contact Information

We may update this policy to reflect legal or operational changes. If significant changes occur,

we will notify users via:

  • Website notice

  • Email (if applicable)

Last updated: 21 March 2025

For questions, contact us at:

  • info@2goadvisorygroup.com

  • 500 Ygnacio Valley Road, Suite 410, Walnut Creek, CA 94596