What information we collect, how it is used, when it may be shared, and the privacy rights available to you.
We are committed to protecting the privacy and security of our clients and website visitors. This Privacy Policy explains what personal information we collect, how it is used, when it may be shared, and the privacy rights available to you under applicable United States federal and state laws.
We may collect identity and contact information, including your name, email address, telephone number, mailing address, and date of birth. Depending on the services requested, we may also collect financial information, income details, employment information, credit-related records, transaction details, and service preferences. Technical information such as IP address, browser type, device identifiers, and website activity may also be collected.
Personal information is used to respond to inquiries, process service requests, evaluate financial service requirements, communicate relevant updates, maintain account security, prevent fraudulent activity, improve website performance, and meet applicable legal and regulatory obligations. Marketing communications are provided in accordance with your preferences and applicable law.
We collect and process information where reasonably necessary to provide requested services, fulfill contractual obligations, comply with legal requirements, protect legitimate business interests, prevent fraud, or obtain consent where required. Certain financial information may be subject to additional federal and state privacy protections, including applicable requirements under the Gramm-Leach-Bliley Act (GLBA).
We do not sell personal information for monetary consideration. Information may be shared with authorized lending institutions, insurance providers, financial service partners, payment processors, technology providers, and other service providers when necessary to fulfill requested services or legitimate business purposes. Information may also be disclosed to regulatory authorities, law enforcement agencies, or other parties when required or permitted by applicable law.
Personal and financial records are retained for periods reasonably necessary to provide services, maintain business records, comply with applicable financial regulations, resolve disputes, and satisfy legal obligations. Retention periods vary depending on the type of information and the relevant regulatory requirements. Information that is no longer required is securely deleted, destroyed, or de-identified where appropriate.
Depending on your state of residence and applicable privacy laws, you may have the right to access, correct, delete, or obtain a copy of certain personal information. You may also have rights to opt out of certain data sharing, targeted advertising, or profiling activities, and to withdraw consent where applicable. Eligible requests will be reviewed and handled in accordance with relevant legal requirements. Certain exceptions may apply to financial records and information maintained under federal regulations.
We maintain reasonable administrative, technical, and physical safeguards designed to protect personal and financial information against unauthorized access, disclosure, alteration, and loss. These safeguards may include encryption, access restrictions, authentication procedures, security monitoring, and employee confidentiality practices. Although we take appropriate precautions, no electronic storage or transmission method can be guaranteed to be completely secure.
Our website may use cookies, analytics tools, and similar technologies to remember preferences, understand website usage, improve performance, and enhance user experience. You can manage cookie preferences through your browser settings. Where required by law, appropriate consent options will be provided for non-essential tracking technologies.
We may send service-related notifications, financial information, updates, and promotional communications where permitted by law. You can opt out of promotional emails using the unsubscribe instructions included in those communications. Opting out of marketing does not prevent essential transactional, security, or legally required communications.
Certain services may involve independent financial institutions, lending partners, insurance providers, or external technology platforms. These parties may process information under their own privacy policies and applicable legal obligations. We encourage users to review relevant third-party privacy disclosures before sharing additional information.
Our website and services are not directed toward children under 13 years of age. We do not knowingly collect personal information directly from children under 13 without legally required parental consent. If such information is identified, appropriate steps will be taken in accordance with applicable law.
We may periodically update this Privacy Policy to reflect changes in our services, information handling practices, technology, or applicable legal requirements. Revised versions will be published on this page with an updated effective or revision date. We encourage visitors to review this policy periodically.