Privacy Policy

Last Updated: October 12, 2023

Sterling Oak Advisory ("we," "our," or "us") respects your privacy and is committed to protecting it through our compliance with this policy.

Information We Collect

We collect information that identifies, relates to, describes, references, is capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular consumer or device ("personal information"). In particular, we collect Name, Email address, and details related to your financial inquiry when you voluntarily submit our contact form.

How We Use Your Information

We use the information we collect to fulfill or meet the reason you provided the information. For example, if you share your name and contact information to request a consultation, we will use that personal information to respond to your inquiry.

Information Sharing

We do not sell, rent, or trade your personal information to third parties. Given the sensitive nature of financial advisory, all communications are treated with strict confidentiality.

Contact Information

If you have any questions or comments about this notice, the ways in which Sterling Oak Advisory collects and uses your information, please do not hesitate to contact us at info@symphonymailer.com.