Privacy Policy

North Arrow Financial ("North Arrow Financial," "we," "us," or "our") respects your privacy. This policy explains what information we collect through northarrowfinancial.com (the "Site"), how we use it, and the choices you have.

1. Information we collect

Information you provide. When you submit our contact form, we collect your full name, email address, phone number, business name, the service you are interested in, and any information you include in your message. If you contact us by email or phone, or schedule a call with us, we collect the information you choose to share.

Information collected automatically. When you visit the Site, we and our analytics and advertising providers may automatically collect your IP address, browser and device type, operating system, referring website, pages viewed, links clicked, and the dates and times of your visits. This information is collected through cookies and similar technologies.

Please do not send sensitive personal information — such as Social Security numbers, financial account numbers, or tax documents — through the Site's contact form. Client documents are exchanged through secure channels we establish with you directly.

2. How we use information

We use the information we collect to respond to your inquiry and communicate with you; to provide, operate, and improve the Site; to understand how visitors use the Site; to measure and improve our advertising; and to comply with our legal and professional obligations.

3. Cookies and similar technologies

The Site uses cookies that are necessary for it to function and, with your consent, cookies that support analytics and advertising. You can accept or decline non-essential cookies through the banner shown on your first visit, and you can clear or block cookies through your browser settings. Blocking essential cookies may affect how the Site works.

4. Analytics and advertising providers

We use Google Analytics, Google Tag Manager, and Google Ads to understand Site traffic and to measure the performance of our advertising. These services may set cookies and collect usage data as described above. Information about Google's practices is available at policies.google.com/technologies/partner-sites, and you can opt out of Google Analytics at tools.google.com/dlpage/gaoptout.

5. How we share information

We do not sell your personal information, and we do not share it for cross-context behavioral advertising.

We share information only with service providers who help us operate the Site and our business — including website hosting, analytics, advertising, email, and scheduling providers — and only as needed for them to perform those services; with our professional advisors; and with government authorities or other parties when required by law or to protect our rights or the safety of others.

6. Client information

Information you provide to us in the course of a professional engagement is separate from this policy. It is governed by our engagement letter with you and by the confidentiality obligations that apply to our profession.

7. Data retention

We retain inquiry information for as long as we need it to respond to you, and for a reasonable period afterward for our business records, unless you ask us to delete it. Client records are retained according to the terms of our engagement letter and applicable professional and legal requirements.

8. Security

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

9. Your choices and rights

You may ask us to access, correct, or delete the personal information we hold about you, and you may ask us to stop contacting you, by emailing [email protected]. Depending on where you live, you may have additional rights under state privacy laws, including the right to know what information we collect about you and to request its deletion. We will not discriminate against you for exercising these rights.

10. Children

The Site is intended for business owners and is not directed to children under 16. We do not knowingly collect personal information from children.

11. Links to other sites

The Site may link to websites we do not operate. We are not responsible for the privacy practices or the content of those sites.

12. Changes to this policy

We may update this policy from time to time. When we do, we will revise the effective date shown at the top of this page.

13. Contact us

North Arrow Financial

Email: [email protected]

Phone: 608-218-4058

Based in Wisconsin — serving clients nationwide.