Last updated: February 28, 2024
Peshke Financial, Inc. has created this Privacy Policy so that you understand the specific ways in which we demonstrate our respect for your privacy. We appreciate and value that you entrust us with your sensitive personal information. The primary guide in our Privacy Policy is our professional and personal commitment to ensuring that you have confidence in our professionalism and dedication to client service.
The core of our commitment is that we do not share any personal information that you entrust to us with any third parties for their marketing purposes. We treat your personal information with the utmost respect, consistent with this Privacy Policy.
Information We Collect, or You Provide
We collect nonpublic personal information about you from the following sources:
How We Use the Information We Collect, or You Provide
As a general rule, we do not disclose personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situations:
How We Use Electronic Mail (Email)
Peshke Financial, Inc sends billing information, product information, service updates, service notifications, and other communications to you via email. Email communications will contain instructions describing how you can opt-out of receiving future emails from us; however, if you opt-out of future emails, you may not receive critical service notifications and other communications. We strongly recommend that you do not opt-out (unsubscribe) from our communications.
How We Share Your Personal Information
We may disclose personal information that we collect, or you provide (as described in this Privacy Policy):
Third-Party Providers
Without limiting the foregoing, we may also employ third-party companies and individuals to facilitate our service(s) and to process data, perform related services, or to assist us in analyzing how our service(s) is/are being used (collectively, “Third Party Providers”). These Third Party Providers may have access to your personal information for purposes of performing these tasks on our behalf and may have the right to retain and use personal information or other information through the performance of these tasks on an aggregated and de-identified basis in accordance with the terms of the applicable Third Party Provider’s privacy policy. Peshke Financial Inc requires that all providers have established procedures and controls that protect client confidentiality and maintain data security, and we advise you to review the privacy policies of the Third Party Providers. However, we have no control over and assume no responsibility for the content, privacy policies, or practices of any Third Party Providers, their sites, or services.
Third-Party Providers may include, but are not limited to, the following:
Tax Software. We use Third Party Providers to record your business and personal financial data and to generate tax-basis financial statements from this data. We also use Third Party Providers to plan for and prepare your federal and state tax returns, including Income Tax Returns.
File & Data Storage. We use Third Party Providers to electronically store your data.
Payment Processors. We use Third Party Providers to process payment transactions. Your payment card details are not stored by Peshke Financial Inc If you authorize us to process a payment, your payment card details are encrypted and securely stored by our third-party payment processors.
Analytics. We may use Third Party Providers to monitor and analyze the use of our website.
Other Service Providers. We also use Third Party Providers for marketing, technical, operational, and other services.
Security
Peshke Financial Inc takes protecting your nonpublic personal information seriously and implements strict measures to secure that information from accidental loss and from unauthorized access, use, alteration, and disclosure. We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that exceed federal and state regulations to guard your nonpublic personal information.
However, the safety and security of your nonpublic personal information also depends on you. We urge you to be careful about giving out information in public areas, such as our company Social Media pages. The information you share in public areas may be viewed by any person or entity and is not controlled or controllable by Peshke Financial Inc.
California Privacy Rights
Under California Civil Code Section 1798.83, California-based clients are entitled to request information relating to whether a business has disclosed personal information to any third parties for the third parties’ direct marketing purposes. That notice will identify the categories of information shared and will include a list of the third parties and affiliates with which it was shared, along with their names and addresses. If you are a California resident and would like to make such a request, please submit your request in writing at the address information at the bottom of this policy.
Privacy Policy Changes
Although most changes are likely to be minor, you acknowledge that Peshke Financial Inc may change its Privacy Policy from time to time in its sole discretion. We encourage you to check this page for any changes to our Privacy Policy. Your continued use of this site after any change in this Privacy Policy will constitute your acceptance of such change(s).
If you have any questions about this Privacy Policy, please feel free to contact us.
Peshke Financial, Inc. has created this Privacy Policy so that you understand the specific ways in which we demonstrate our respect for your privacy. We appreciate and value that you entrust us with your sensitive personal information. The primary guide in our Privacy Policy is our professional and personal commitment to ensuring that you have confidence in our professionalism and dedication to client service.
The core of our commitment is that we do not share any personal information that you entrust to us with any third parties for their marketing purposes. We treat your personal information with the utmost respect, consistent with this Privacy Policy.
Information We Collect, or You Provide
We collect nonpublic personal information about you from the following sources:
- Information we receive from you on applications, checklists, worksheets, and other documents;
- Information we receive from you via interviews and phone calls with you, or letters or emails we receive from you;
- Information about your transactions with us, our affiliates, or others;
- Information we receive from a consumer-reporting agency or state or federal tax authority.
How We Use the Information We Collect, or You Provide
As a general rule, we do not disclose personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situations:
- to provide you with any service(s) you engage us to provide;
- to send you information or materials you request;
- to maintain a record of your payments and other transactions with our firm;
- to respond to your questions and comments and provide client support;
- to communicate with you about our services, offers, and promotions;
- to comply with applicable legal requirements and industry standards; and
- for any other purpose for which you provide your prior written consent.
How We Use Electronic Mail (Email)
Peshke Financial, Inc sends billing information, product information, service updates, service notifications, and other communications to you via email. Email communications will contain instructions describing how you can opt-out of receiving future emails from us; however, if you opt-out of future emails, you may not receive critical service notifications and other communications. We strongly recommend that you do not opt-out (unsubscribe) from our communications.
How We Share Your Personal Information
We may disclose personal information that we collect, or you provide (as described in this Privacy Policy):
- to contractors, service providers, and other third parties we use to support our business;
- to comply with any court order, law, or legal process, including responding to any government or regulatory request;
- for any other purpose which is incidental to the normal use of the services; and
- for any other purpose for which you provide your prior written consent.
Third-Party Providers
Without limiting the foregoing, we may also employ third-party companies and individuals to facilitate our service(s) and to process data, perform related services, or to assist us in analyzing how our service(s) is/are being used (collectively, “Third Party Providers”). These Third Party Providers may have access to your personal information for purposes of performing these tasks on our behalf and may have the right to retain and use personal information or other information through the performance of these tasks on an aggregated and de-identified basis in accordance with the terms of the applicable Third Party Provider’s privacy policy. Peshke Financial Inc requires that all providers have established procedures and controls that protect client confidentiality and maintain data security, and we advise you to review the privacy policies of the Third Party Providers. However, we have no control over and assume no responsibility for the content, privacy policies, or practices of any Third Party Providers, their sites, or services.
Third-Party Providers may include, but are not limited to, the following:
Tax Software. We use Third Party Providers to record your business and personal financial data and to generate tax-basis financial statements from this data. We also use Third Party Providers to plan for and prepare your federal and state tax returns, including Income Tax Returns.
File & Data Storage. We use Third Party Providers to electronically store your data.
Payment Processors. We use Third Party Providers to process payment transactions. Your payment card details are not stored by Peshke Financial Inc If you authorize us to process a payment, your payment card details are encrypted and securely stored by our third-party payment processors.
Analytics. We may use Third Party Providers to monitor and analyze the use of our website.
Other Service Providers. We also use Third Party Providers for marketing, technical, operational, and other services.
Security
Peshke Financial Inc takes protecting your nonpublic personal information seriously and implements strict measures to secure that information from accidental loss and from unauthorized access, use, alteration, and disclosure. We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that exceed federal and state regulations to guard your nonpublic personal information.
However, the safety and security of your nonpublic personal information also depends on you. We urge you to be careful about giving out information in public areas, such as our company Social Media pages. The information you share in public areas may be viewed by any person or entity and is not controlled or controllable by Peshke Financial Inc.
California Privacy Rights
Under California Civil Code Section 1798.83, California-based clients are entitled to request information relating to whether a business has disclosed personal information to any third parties for the third parties’ direct marketing purposes. That notice will identify the categories of information shared and will include a list of the third parties and affiliates with which it was shared, along with their names and addresses. If you are a California resident and would like to make such a request, please submit your request in writing at the address information at the bottom of this policy.
Privacy Policy Changes
Although most changes are likely to be minor, you acknowledge that Peshke Financial Inc may change its Privacy Policy from time to time in its sole discretion. We encourage you to check this page for any changes to our Privacy Policy. Your continued use of this site after any change in this Privacy Policy will constitute your acceptance of such change(s).
If you have any questions about this Privacy Policy, please feel free to contact us.
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