Information We Collect
We may collect contact details, consultation requests, business information, and any details you voluntarily provide through forms, email, phone, or scheduled meetings.
How We Use Information
We use information to respond to inquiries, provide financial advisory, investment planning, retirement solution, accounting, and tax consulting services, improve our website, and maintain business records.
Sharing of Information
We do not sell personal information. We may share information with service providers, professional advisers, or authorities when required for operations, legal compliance, or client service delivery.
Data Security
We use reasonable administrative, technical, and organizational safeguards to protect information. No online transmission or storage system can be guaranteed completely secure.
Your Choices
You may contact us to request access, correction, or deletion of personal information where applicable. We may retain information when needed for legal, accounting, or legitimate business purposes.
Contact
For privacy questions, please contact Summit Ridge Financial through the Contact Us page.