Privacy policy
Broad Street Financial, LLC respects your privacy and is committed to protecting the personal information you share with us through our website, **https://www\.broadstreetfinancial\.com/**\. This Privacy Policy explains how we collect, use, disclose, and safeguard your information.
Effective Date: April 27, 2026
Overview
This Privacy Policy describes:
- The information we collect when you interact with the Site and related services
- How we use and process that information
- When and why we may disclose personal information to third parties
- Your choices and rights regarding your personal information
This Privacy Policy applies only to information collected through the Services. It does not apply to information collected through third-party websites or services that may be linked to from our Site.
PLEASE REVIEW THIS PRIVACY POLICY CAREFULLY. By accessing or using the Services, you consent to the collection, use, disclosure, and retention of your information as described in this Privacy Policy.
If you do not agree with any part of this Privacy Policy, please do not use the Services.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. The "Effective Date" at the top of this page indicates when the Privacy Policy was last revised. Any changes will become effective as of the posted Effective Date. Your continued use of the Services after changes are posted constitutes your acceptance of the revised Privacy Policy.
Information We Collect
Personal Information
"Personal Information" is information that identifies or can reasonably be used to identify an individual. We may collect the following categories of Personal Information:
- Contact information (such as name, email address, phone number, mailing address, employer)
- Information you voluntarily provide through forms, inquiries, or communications
- Certain online identifiers (such as IP address)
Some Personal Information, particularly information related to finances, may be considered Sensitive Personal Information under applicable laws. You are not required to provide sensitive information through the Site. If you do, you consent to its use as described in this Privacy Policy.
Usage Data
We also collect information about how you interact with the Services ("Usage Data"), which may include:
- Browser type and version
- Device type and operating system
- IP address
- Pages viewed and links clicked
- Date, time, and duration of visits
- Referring and exit URLs
Usage Data does not typically identify you on its own, but it may be linked with Personal Information.
Location Data
We may derive approximate location information based on IP address or device settings.
How We Collect Information
We collect information in the following ways:
Information You Provide
We collect information you voluntarily provide when you:
- Submit contact or inquiry forms
- Request information about our services
- Communicate with us by email or other means
Automatically Collected Information
We automatically collect Usage Data through cookies and similar technologies when you access or use the Site.
From Service Providers
We may receive information from vendors or service providers that assist us with website hosting, analytics, security, and other business operations.
Cookies and Similar Technologies
We use cookies, web beacons, and other similar technologies to:
- Operate and improve the Services
- Understand how users interact with the Site
- Enhance user experience
- Maintain security and prevent fraud
You can control cookies through your browser settings. Please note that disabling cookies may limit certain features of the Services. For more information about cookies and how to manage them, visit www.allaboutcookies.org.
How We Use Your Information
We may use the information we collect to:
- Provide and respond to inquiries about our services
- Operate, maintain, and improve the Site
- Communicate with you, including responding to requests
- Improve user experience and website functionality
- Monitor and analyze usage trends
- Maintain security and prevent fraud
- Comply with legal and regulatory obligations
- Enforce our policies and protect our rights
How We Share and Disclose Information
We may share information in the following circumstances:
With Service Providers
We share information with third-party service providers who perform services on our behalf, such as website hosting, analytics, and IT support. These providers are required to use your information only for authorized purposes and to protect it appropriately.
Legal and Compliance Purposes
We may disclose information if required to do so by law, regulation, subpoena, court order, or governmental request, or to protect the rights, property, or safety of Broad Street Financial or others.
Business Transfers
If we are involved in a merger, acquisition, or sale of all or part of our business or assets, your information may be transferred as part of that transaction.
Aggregated or De-Identified Data
We may share aggregated or anonymized information that does not identify you for analytics or business purposes.
Data Retention and Security
We retain Personal Information only for as long as necessary to fulfill the purposes described in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce our agreements.
We implement reasonable administrative, technical, and physical safeguards designed to protect your information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
Your Rights and Choices
Depending on your location and applicable law, you may have the right to:
- Request access to the Personal Information we hold about you
- Request correction of inaccurate information
- Request deletion of your Personal Information, subject to legal obligations
- Object to or restrict certain processing activities
- Withdraw consent where processing is based on consent
To exercise these rights, please contact us using the information below.
Links to Third-Party Websites
The Site may contain links to third-party websites or services. We are not responsible for the privacy practices or content of those third parties. We encourage you to review their privacy policies before providing any information.
Not Child-Directed
The Services are not intended for children under the age of 13. We do not knowingly collect Personal Information from children under 13. If we learn that we have collected such information without parental consent, we will delete it promptly in accordance with the Children’s Online Privacy Protection Act (COPPA).
Contact Us
If you have questions about this Privacy Policy or our privacy practices, please contact us at:
Broad Street Financial, LLC
This Privacy Policy is provided as a general disclosure and should be reviewed by your legal or compliance counsel prior to publication to ensure it meets all applicable regulatory and jurisdictional requirements.