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Privacy Policy

A legal disclaimer

Effective Date: April 30, 2025

At Arbor Financial Solutions, LLC (“Company,” “we,” “our,” or “us”), we respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard information when you use our website and services.

1. Information We Collect

We may collect the following types of information:

  • Personal Information: Name, email address, phone number, billing details, tax identification numbers, and other information you voluntarily provide.

  • Financial Information: Documents, records, or data necessary to provide bookkeeping, payroll, tax, and CFO services.

  • Technical Information: IP address, browser type, and usage data when you visit our website.

2. How We Use Your Information

We use the information we collect to:

  • Provide and manage bookkeeping, payroll, tax, and advisory services.

  • Communicate with you about services, invoices, and updates.

  • Maintain compliance with applicable laws and regulations.

  • Improve our website, services, and customer experience.

3. Sharing Your Information

We do not sell or rent your information. We may share information only in these circumstances:

  • With trusted service providers (e.g., payment processors, cloud accounting platforms) who assist in delivering services.

  • When required by law, regulation, or legal process.

  • To protect our rights, clients, or business operations.

4. Data Security

We use reasonable administrative, technical, and physical safeguards to protect your information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

5. Your Rights

If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA), including the right to request access to or deletion of your personal information. To exercise these rights, please contact us using the details below.

6. Data Retention

We retain your information for as long as necessary to provide services, comply with legal obligations, resolve disputes, and enforce agreements.

7. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.

8. Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised “Effective Date.”

9. Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact us:

Arbor Financial Solutions, LLC
📧 Email: info@arborfinances.com

📞 Phone: 951-221-0573
📍 Murrieta, California

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