Introduction
Welcome to SterlingPath Financial. We respect your privacy and are committed to protecting the personal information you share with us through our website and consultation services.
This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website, contact us, or request a consultation.
Information We Collect
We may collect the following information when you use our website or contact us:
- Contact information: Your name, email address, telephone number, and other details you voluntarily provide.
- Consultation information: Information you choose to share about your financial goals, questions, and needs.
- Website information: Technical information such as browser type, device information, and website usage data, where applicable.
- Communication records: Messages and correspondence you send to us.
Please do not submit account passwords, payment card details, government identification numbers, or other highly sensitive information through ordinary website forms or email.
How We Use Your Information
We may use your information to:
- Respond to questions and consultation requests.
- Provide information about our services.
- Communicate with you about your inquiries.
- Operate, maintain, and improve our website.
- Protect our website against fraud, misuse, and security threats.
- Meet applicable legal and regulatory obligations.
We will use personal information only for appropriate purposes consistent with applicable law.
Free Initial Consultation
SterlingPath Financial offers a free initial consultation, subject to the terms described on our website or communicated to you.
Information you provide when requesting a consultation may be used to respond to your request and understand the general nature of your financial questions. Requesting a consultation does not automatically establish an ongoing advisory relationship.
Cookies and Website Technologies
Our website or its service providers may use cookies and similar technologies to maintain website functionality, understand visitor activity, or improve the user experience.
The types of cookies used depend on the website features and services installed. You can manage available cookie settings through your browser and, where provided, our website’s cookie preferences.
Sharing Your Information
We do not sell your personal information to third parties.
We may share information with service providers that help us operate our website, manage communications, or deliver requested services. We may also disclose information when required by law, to protect our legal rights, or in connection with a legitimate business transaction, subject to applicable law.
Data Security
We take reasonable steps designed to protect personal information against unauthorized access, disclosure, alteration, and destruction.
However, no website, electronic transmission, or storage system can be guaranteed to be completely secure.
Data Retention
We retain personal information only for as long as reasonably necessary for the purposes described in this policy, including responding to requests, maintaining appropriate records, resolving disputes, and meeting legal obligations.
Retention periods depend on the type of information and the circumstances in which it was collected.
Your Privacy Rights
Depending on your location and applicable law, you may have rights to request access to, correction of, deletion of, or a copy of your personal information, or to object to or restrict certain processing.
To submit a privacy-related request, contact us using the details provided below. We may need to verify your identity before responding.
Third-Party Websites
Our website may contain links to third-party websites or services. We are not responsible for the privacy practices of independent third parties. Please review their privacy policies before sharing personal information with them.
Children’s PrivacyOur website and consultation services are not directed toward children, and we do not knowingly collect children’s personal information through our website without appropriate authorization where required by law.12. Changes to This PolicyWe may update this Privacy Policy periodically to reflect changes in our practices, services, or legal obligations. Any updated version will be posted on this page with a revised effective date where appropriate.13. Contact UsIf you have questions about this Privacy Policy or how your personal information is handled, please contact:
Children’s Privacy
Our website and consultation services are not directed toward children, and we do not knowingly collect children’s personal information through our website without appropriate authorization where required by law.
Changes to This Policy
We may update this Privacy Policy periodically to reflect changes in our practices, services, or legal obligations. Any updated version will be posted on this page with a revised effective date where appropriate.
Contact Us
If you have questions about this Privacy Policy or how your personal information is handled, please contact:
SterlingPath Financial
Email:
Website: https://sterlingpathfinancial.com