Privacy Policy

A legal disclaimer

Effective Date: January 10, 2026

1. Introduction

Arbor Financial Solutions ("we," "our," or "us") is committed to protecting the privacy of our clients and website visitors. This Privacy Policy explains how we collect, use, and safeguard your personal information when you visit our website or use our services.

2. Information We Collect

We may collect the following types of personal information:

Contact information: name, email address, and phone number
Payment information: billing details collected securely through Wix Payments for services rendered
Usage data: information about how you interact with our website, collected via Google Analytics

3. How We Use Your Information

We use the information we collect to:

Respond to inquiries and schedule consultations
Provide and invoice for accounting and financial advisory services
Process payments securely
Improve our website and user experience through analytics
Communicate with you about your account or our services

We do not sell, rent, or trade your personal information to third parties.

4. Third-Party Tools

We use the following third-party services that may collect data on our behalf:

Google Analytics: We use Google Analytics to understand how visitors interact with our site. Google may collect usage data such as pages visited, time on site, and device information. You can opt out of Google Analytics tracking at tools.google.com/dlpage/gaoptout.
Wix Bookings: Used to schedule consultations. Booking information you provide is processed through Wix's platform.
Wix Payments: Used to process service payments. Payment data is handled securely by Wix in accordance with PCI DSS standards.

5. Your Rights Under the CCPA

As a California resident, you have the following rights regarding your personal information:

Right to know: You may request information about the personal data we collect, use, and disclose.
Right to delete: You may request that we delete your personal information, subject to certain exceptions.
Right to opt out: We do not sell personal information. If this changes, we will update this policy and provide an opt-out mechanism.
Right to non-discrimination: We will not discriminate against you for exercising any of your privacy rights.

To exercise your rights, contact us at the information provided in Section 7 below.

6. Data Retention

We retain your personal information only as long as necessary to provide our services, comply with legal obligations, and resolve disputes. Payment records may be retained longer where required by tax or accounting regulations.

7. Contact Us

If you have questions about this Privacy Policy or wish to exercise your CCPA rights, please contact us:

Arbor Financial Solutions
Murrieta, CA
info@arborfinances.com951-221-0573

8. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the effective date at the top of this page. We encourage you to review this policy periodically.