At Accurate Advisory North, your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your information when you interact with our website, register for events, or engage our services.
1. Information We Collect
We collect information you voluntarily provide when you: Fill out forms on our website, Register for an event or appointment, Subscribe to email updates, Download materials or request contact
This may include:
Name
Email address
Phone number
Postal/ZIP code
Financial and retirement-related information (if voluntarily provided)
Other contact or preference details
We also collect non-personal information via cookies and analytics tools such as:
IP address
Browser type
Device type
Pages visited
Referral source
2. How We Use Your Information
We use the information we collect to:
Schedule and manage event registrations
Deliver requested resources or educational materials
Provide customized retirement planning insights
Communicate with you via email, phone, or text regarding our services
Improve our website and user experience
Comply with legal and regulatory obligations
We do not sell your personal information to third parties.
3. Data Sharing
We may share your data with trusted third parties for the following reasons:
To deliver services you requested (e.g., event logistics, appointment scheduling)
With our affiliated financial, insurance, and legal professionals when needed to serve you
With regulatory agencies, if legally required
All data shared is limited to the minimum necessary and protected by confidentiality agreements.
4. Data Security
We use industry-standard security measures to protect your personal data. However, no method of data transmission over the Internet or storage is 100% secure. We cannot guarantee absolute security but take every precaution reasonably possible.
5. Cookies & Tracking Technologies
Our website uses cookies and third-party tracking technologies (like Google Analytics and Meta Pixel) to improve user experience and marketing relevance. You can control cookie settings through your browser.
6. Your Rights and Choices
You may:
Request access to the personal data we hold about you
Correct or update inaccurate data
Opt out of marketing emails at any time
Request that we delete your personal information (subject to legal exceptions)
To make any request, contact us at: [email protected]
7. Third-Party Links
Our site may include links to third-party websites. We are not responsible for the privacy practices of those sites.
8. Children’s Privacy
Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children.
9. Changes to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with the new effective date.
10. Contact Us
If you have any questions about this Privacy Policy or your personal data, contact us at:
Accurate Advisory North
Phone: (856) 656-1608
Email: [email protected]
Website: www.accurateadvisorynorth.com