Senior Finance Advisor

Senior Finance Advisor operates as a lead generation service that connects individuals, primarily seniors, with financial advisors from their network. The platform gathers personal information from users seeking financial guidance and then sells these leads to financial professionals who pay for the service. This model is designed to help advisors find new clients who are actively looking for retirement planning, investment strategies, and portfolio management. The data collected may include contact details and financial interests, which poses privacy risks if not handled securely. The targeted nature of this data, focusing on seniors' financial needs, could make individuals more susceptible to aggressive marketing tactics or potentially fraudulent schemes if the information falls into the wrong hands. To safeguard their information, individuals should be cautious about the data they share online and utilize the company's privacy options to opt out of future communications.