Privacy Policy

Information you provide to us:

• Contact form: full name, phone number, email address, and message content
• Consent checkbox: whether you've agreed to receive messages from us via SMS and email
• Booking/scheduling: when you book a strategy call, our scheduling tool collects your name, email address, and appointment details

Information collected automatically:

• Analytics data: we use analytics tools (such as Google Analytics) to collect information about how visitors use the Site, including IP address, browser type, device type, pages viewed, and time spent on the Site
• Cookies and similar technologies: small files stored on your device that help the Site function and help us understand Site usage (see Section 3)

We use the information we collect to:

• Respond to your inquiries and schedule consultations
• Send you requested information about our services
• Send SMS and/or email communications you've opted into, including appointment reminders and marketing messages
• Understand how visitors use the Site so we can improve it
• Maintain the security and proper functioning of the Site
• Comply with legal obligations

We do not sell your personal information.

The Site uses cookies and similar tracking technologies, including through our analytics provider, to understand visitor behavior. You can control cookies through your browser settings, including blocking or deleting them, though this may affect how the Site functions. You can also opt out of Google Analytics tracking using Google's browser add-on, available at tools.google.com/dlpage/gaoptout.

If you check the box to receive messages from us via SMS, you consent to receive text messages from Stonebridge Ledger & Advisory Services at the phone number provided, including appointment reminders and marketing/promotional messages.

• Message frequency may vary.
• Message and data rates may apply.
• You can opt out at any time by replying STOP to any text message. You may receive one final message confirming your opt-out.
• Reply HELP for assistance.
• Your consent to receive texts is not a condition of purchasing any services.
• We use a third-party SMS/email platform ([platform name]) to send these communications; that provider processes your contact information on our behalf under its own privacy and security practices.

If you opt in to email communications, we'll send you information related to your inquiry, appointment confirmations, and occasional marketing emails. Every marketing email includes an unsubscribe link, and you can opt out at any time. We comply with the CAN-SPAM Act.

We share information only with:

• Service providers who help us operate the Site and business — for example, our scheduling/booking tool and our email/SMS marketing platform — who are authorized to use your information only to provide these services to us
• Legal and safety purposes — if required by law, subpoena, or to protect the rights, property, or safety of Stonebridge, our clients, or others
• Business transfers — in connection with a merger, sale, or transfer of business assets, subject to standard confidentiality protections

We do not share your information with third parties for their own marketing purposes.

We retain personal information for as long as necessary to respond to your inquiry, provide services, comply with legal and tax obligations, and maintain our business records, after which it is securely deleted or anonymized.

We use reasonable administrative and technical safeguards to protect your information. No method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

Depending on where you live, you may have rights to access, correct, or request deletion of your personal information, or to opt out of certain uses. To exercise any of these rights, contact us using the information below. If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA); contact us to make a request.

The Site is not directed to individuals under 18, and we do not knowingly collect personal information from children. If you believe a child has provided us information, please contact us and we will delete it.

The Site may link to third-party websites (including LinkedIn and our scheduling tool). We are not responsible for the privacy practices of those sites, and we encourage you to review their policies.

We may update this Privacy Policy from time to time. The "Last updated" date at the top reflects the most recent revision. Continued use of the Site after changes means you accept the updated Policy.

If you have questions about this Privacy Policy or want to exercise your privacy rights, contact us:

Stonebridge Ledger & Advisory Services
Gilbert, AZ 85234
Phone: (360) 223-6302
Email: brian@stonebridgeledger.com