Finance Clarity Zone ("we", "us" or "our") provides financial guidance, lending, tax and insurance services from 1315 4th Ave SW, Rochester, MN 55902, USA. This policy explains how we handle personal information collected through financeclarityzone.com and in the course of serving our clients.
We collect information you provide directly, such as your name, email address, phone number, the service you are interested in and any message you send through our contact or newsletter forms. When you become a client, we may also collect financial details such as income, debts, account statements and tax documents needed to provide our services.
We use your information to respond to your inquiries, schedule meetings, deliver the services you request, send our newsletter if you subscribe, meet legal and regulatory obligations and improve our website. We do not sell your personal information.
We share information only when needed to serve you, for example with lenders, insurers, custodians or tax authorities you ask us to work with, with service providers who support our operations under confidentiality agreements, or when required by law.
Our website may use cookies and similar technologies to remember preferences and understand how visitors use the site. You can control cookies through your browser settings. Some features may not work correctly if cookies are disabled.
We use administrative, technical and physical safeguards designed to protect your information, including secure systems and limited staff access. No method of transmission or storage is completely secure, but we work to protect your data using reasonable industry practices.
We keep personal information only as long as needed for the purposes described in this policy or as required by law, including record-keeping rules that apply to financial services firms.
You may request access to, correction of or deletion of your personal information, subject to legal requirements. You can unsubscribe from our newsletter at any time using the link in each email or our unsubscribe page.
Our website and services are not directed to children under 13, and we do not knowingly collect personal information from children.
If you have questions about this Privacy Policy, contact us at 1315 4th Ave SW, Rochester, MN 55902, USA, call +1 507-285-5800 or email contact@financeclarityzone.com.