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Policies

Privacy Policy

Effective Date: December 11, 2024

Summit Financials ("we," "us," or "our") is committed to protecting your privacy and ensuring that your personal information is handled in a safe and responsible manner. This Privacy Policy outlines how we collect, use, and protect your information when you interact with our website and services.

1. Information We Collect

a. Personal Information
  • Name
  • Contact information (email address, phone number, mailing address)
  • Financial information necessary for providing our services
b. Non-Personal Information
  • Browser type and version
  • Device information
  • IP address
  • Website usage data (e.g., pages visited, time spent on the site)

2. How We Use Your Information

We use the information we collect for the following purposes:

  • To provide and manage our financial services
  • To communicate with you about our services, updates, and promotions
  • To comply with legal and regulatory obligations
  • To improve our website’s functionality and user experience
  • To prevent fraudulent or unauthorized activities

3. Sharing Your Information

We do not sell your personal information. However, we may share your information in the following circumstances:

  • With Service Providers: Trusted third parties who help us operate our business, such as payment processors or IT service providers, under strict confidentiality agreements.
  • For Legal Reasons: When required by law, regulation, or legal process.
  • In Business Transfers: In connection with a merger, sale, or transfer of our business assets.

4. Data Security

We implement reasonable technical, administrative, and physical safeguards to protect your information from unauthorized access, use, or disclosure. However, no method of data transmission or storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

5. Your Choices

You have the following rights regarding your personal information:

  • Access and Correction: You can request access to your information and correct any inaccuracies.
  • Opt-Out: You may opt out of receiving promotional communications by following the unsubscribe instructions in our emails or contacting us directly.
  • Data Deletion: You can request that we delete your personal information, subject to legal and regulatory requirements.

6. Cookies and Tracking Technologies

Our website uses cookies and similar technologies to enhance user experience and analyze site traffic. By using our site, you consent to our use of cookies. You can adjust your browser settings to manage or disable cookies, though some website features may not function properly as a result.

7. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review their privacy policies before sharing your information.

8. Updates to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for legal and regulatory reasons. The "Effective Date" at the top of this page indicates when this policy was last revised.

9. Contact Us

If you have any questions about this Privacy Policy or how we handle your information, please contact us at:

Summit Financials
[Your Address]
[Your Email Address]
[Your Phone Number]

Thank you for trusting Summit Financials with your financial needs.