Privacy Policy
Last updated: May 5, 2026
This Policy applies only to information we collect through the Services and information that You as the user, someone who visits or uses our site and submits to us as part of Your account and in communications, including email, text, chat, and other electronic messages. It does not apply to information collected by us offline or through any other means, including on any other website operated by Company or any third party that does not link to this Policy; or any third party, including through any application or content (including advertising) that may link to or be accessible from or through the Services.
Please read this Policy carefully to understand our practices regarding Your information and how we treat it. By interacting with our Services or providing us with Your information, You agree to the collection, use, and sharing of Your information as described in this Policy. This Policy may change from time to time. Your continued use of the Services is deemed to be acceptance of those changes.
Data Collection
- “Personal Data” is information including but not limited to data that identifies, relates to, or describes, directly or indirectly, You as an individual, such as Your name, email address, telephone number, home address, geolocation or payment information including credit card or debit card information or any other contact information You provide us as part of Your account, purchase or in any reviews You make and any other identifier we may use to contact You online or offline.
- “Device Information” includes Your IP address, operating system and version, preferred language, hardware identifiers, browser type and settings, and other device information.
- “Technical Information” includes information about Your internet connection and usage details about Your interactions with the Services, such as clickstream information to, through, and from our Services (including date and time), products that You view or search for; page response times, download errors, length of Your visits to certain pages, page interaction information (such as scrolling, clicks, and mouse-overs), or methods used to browse away from a page.
- If we combine or connect non-personal statistical or technical data with personal data so that it directly or indirectly identifies an individual, we treat the combined information as personal information.
Children’s and Minors’ Data
Our Services are not intended for, and we do not knowingly collect any personal data from, children under the age of 18. If we learn we have collected or received personal data from a child under 18 years old without verification of parental consent, we will delete that information.
Collection Methods
We collect information about You when You interact with our Services.
We collect the following categories of personal data:
Account and Contact Information: Name, email address, telephone number, home address, and other contact information You provide us as part of Your account or in communications.
Device Information: IP address, operating system and version, preferred language, hardware identifiers, browser type and settings, and other device information.
Technical and Usage Information: Information about Your internet connection and usage details about Your interactions with the Services, such as clickstream information to, through, and from our Services (including date and time), products that You view or search for, page response times, download errors, length of Your visits to certain pages, page interaction information (such as scrolling, clicks, and mouse-overs), and methods used to browse away from a page.
Content You Provide: Information You provide as part of Your account, in any reviews You make, and in emails, chats, or other communications sent to us.
As You navigate through and interact with our Services, we may use automatic data collection technologies to collect information that may include personal data. Information collected automatically may include usage details, IP addresses, operating system, and browser type, and information collected through cookies, web beacons, and other tracking technologies including details of Your interactions with our Services, such as traffic data, location data, logs, and other communication data, and which resources and Services features that You access and use.
Cookies and Tracking Technologies
Our website uses cookies and similar tracking technologies to operate and improve the site, understand visitor interactions, and support marketing activities. We use HubSpot to manage built-in cookie consent and visitor data controls.
Cookies: A cookie is a small file placed on Your device when You interact with the Services. You may refuse to accept or disable cookies by activating the appropriate setting on Your browser or device. However, if You select this setting, You may be unable to access certain features of the Services.
Web Beacons: Some parts of the Services may contain small electronic files known as web beacons (also referred to as clear gifs, pixel tags, and single-pixel gifs) that permit us, for example, to count users who have visited those parts and for other related statistics (for example, recording the popularity of certain content and verifying system and server integrity).
Links to Other Websites
Our Service may contain links to other websites that are not operated by Us. If You click on a third-party link, You will be directed to that third party’s site. When You interact with the Services, there are third parties that may use automatic collection technologies to collect information about You or Your device. These third parties may include advertisers, ad networks, ad servers, analytics companies, Your device manufacturer, and Your internet or mobile service provider. These third parties may use tracking technologies to collect information about You when You use the Services. The information they collect may be associated with Your personal data or they may collect information, including personal data, about Your online activities over time and across different websites, apps, platforms, and other online services. We do not control these third parties’ tracking technologies or how they may be used. If You have any questions about an advertisement or other targeted content, You should contact the responsible provider directly. We strongly advise You to review the Privacy Policy of every site You visit.
Currently, we do not run digital advertising on the Services and we do not intentionally enable third-party advertising networks to set cookies for behavioral advertising on the Services. Our current third-party tools include analytics and site-operations providers such as Google Analytics, Google Tag Manager, and HubSpot. These providers may set cookies or similar technologies to provide their services (for example, to measure site traffic and understand how visitors use the site, or to process and manage form submissions and communications)
Opt-Out Right
To the extent any of these automated technologies are considered a personal data sale, targeted advertising, or profiling, under applicable laws, depending on where You live, You may opt-out from use of these automated technologies for such uses by email.
You may exercise this right by:
- Adjusting Your cookie preferences
- Contacting us directly
Once You opt-out, we will not share Your personal information for cross-context behavioral advertising unless You later choose to allow it.
How We Use Your Information
We use information that we collect about You or that You provide to us, including any personal data, to provide You with the Services and any contents, features, information, products, or services that we make available through the Services.
Your State Privacy Rights
Depending on Your state of residency, You may have certain rights related to Your personal data, including:
- Access and Data Portability. You may confirm whether we process Your personal data and access a copy of the personal data we process. To the extent feasible and required by state law, depending on Your state, data will be provided in a portable format. Depending on Your state, You may have the right to receive additional information and it will be included in the response to Your access request.
- Correction. You may request that we correct inaccuracies in Your personal data that we maintain, taking into account the information’s nature and processing purpose.
- Deletion. You may request that we delete personal data about You that we maintain, subject to certain exception under applicable law.
Third-Party Services
Our Site is hosted on HubSpot CMS and is hosted by WPEngine. HubSpot and WPEngine may collect, store, and process personal data as part of providing its services. We may also use third-party services such as: Google Analytics and Google Tag Manager. These third parties process personal data in accordance with their own privacy policies and applicable laws. We do not control their data practices.
Data Protection
We use commercially reasonable administrative, physical, and technical measures designed to protect Your personal data from accidental loss or destruction and from unauthorized access, use, alteration, and disclosure. However, no website, mobile application, system, electronic storage, or online service is completely secure, and we cannot guarantee the security of Your personal data transmitted to, through, using, or in connection with the Services. In particular, email, texts, and chats sent to or from the Services may not be secure, and You should carefully decide what information You send to us via such communications channels. Any transmission of personal data is done solely at Your own risk. The safety and security of Your information also depends on Your actions. You are responsible for taking steps to protect Your personal data against unauthorized use, disclosure, and access.
How We Retain Your Personal Data
We keep the categories of personal data described in this Policy for as long as reasonably necessary to fulfill the purposes described or for as otherwise legally permitted or required, such as maintaining the Services, operating our organization, complying with our legal obligations, resolving disputes, and for safety, security, and fraud prevention. This means that we consider our legal and business obligations, potential risks of harm, and nature of the information when deciding how long to retain personal data. At the end of the retention period, personal data will be deleted, destroyed, or deidentified.
Privacy Protection Policy
Pursuant to applicable law, it is the policy of Arbor to protect the privacy of Your personal information by doing the following:
- Safeguarding any data, computer files and documents containing Your personal information from any misuse by third parties;
- Destroying, erasing, or making unreadable any data, computer files and documents containing Your personal information prior to their disposal;
- Protecting the confidentiality of Your Social Security number and other personal information;
- Prohibiting the unlawful disclosure of Your Social Security number and other personal information;
- Limiting and/or restricting the access to Your Social Security number and other personal information to other third parties; and
- Limiting the access of Your Social Security number and other personal information only to our employees who need access to Your personal information to allow us to provide the Services to You, limiting the access of these employees to extent that it is needed, and otherwise imposing restrictions and reasonable safeguards on our employees to prevent them from accessing Your personal information.
If there is ever a breach of security regarding Your personal information, we intend to comply with applicable state and federal law requirements regarding the notification and disclosure to You and to the appropriate authorities of the circumstances surrounding the breach. “Personal information” for this section is defined as any information that You may provide to us that can be used to identify You individually, including but not limited to Your name, email address, home address, telephone or fax numbers, Social Security number, driver’s license number, state identification card number, bank account number, credit card or debit card number, passport number, alien registration number, as well as any company account number that we assign to You.
Changes to Our Policy
We may update this Policy from time to time, and we will provide notice of any such changes to the Policy as required by law.
Contact Information
To exercise Your rights or ask questions or comment about this privacy Policy or our privacy practices, contact us at: sam.levenson@arboradvisorygroup.com