PRIVACY POLICY

Effective Date: August 11, 2026

Last Updated: August 11, 2026

Cardinal Advisory ("we," "our," or "us") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, interact with our advertisements, or use our services.

INFORMATION WE COLLECT

We collect information you voluntarily provide when you:

• Fill out lead forms on our advertisements or website
• Contact us via phone or messaging platforms
• Subscribe to our communications
• Engage with our social media pages

Information collected may include:

• Name
• Phone number
• Business name and role
• Business information (revenue range, customer count, industry)
• Communication preferences
• Any information you provide in messages or forms

We also automatically collect certain information when you visit our website or interact with our ads, including:

• IP address
• Browser type and device information
• Pages visited and time spent
• Referring website
• Cookies and similar tracking technologies

HOW WE USE YOUR INFORMATION

We use the information we collect to:

• Respond to your inquiries and requests
• Schedule consultations and sales calls
• Provide our services to you
• Send you marketing communications about our services (you may opt out anytime)
• Improve our website, advertising, and services
• Analyze how our website and marketing are performing
• Comply with legal obligations

HOW WE SHARE YOUR INFORMATION

We do not sell your personal information. We may share your information with:

• Service providers who help us operate our business (CRM tools, messaging platforms, payment processors, scheduling software)
• Meta/Facebook, Google, and other advertising platforms when you interact with our ads
• Legal authorities when required by law
• Business transfers if we are involved in a merger, acquisition, or sale of assets

All third parties are required to protect your information consistent with this policy.

DATA RETENTION

We retain your personal information only as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, resolve disputes, and enforce our agreements. You may request deletion of your information at any time by contacting us.

YOUR PRIVACY RIGHTS

Depending on where you live, you may have the following rights:

• Access: Request a copy of the personal information we hold about you
• Correction: Request that we correct inaccurate information
• Deletion: Request that we delete your personal information
• Opt-out: Unsubscribe from marketing communications at any time
• Portability: Request your data in a portable format

To exercise any of these rights, contact us using the information provided in Section 11.

For California Residents (CCPA): You have additional rights under the California Consumer Privacy Act, including the right to know what personal information is collected and the right to opt out of the sale of personal information. We do not sell personal information.

For EU Residents (GDPR): You have rights under the General Data Protection Regulation including access, rectification, erasure, restriction of processing, data portability, and the right to object.

DATA SECURITY

We implement reasonable security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

COOKIES AND TRACKING TECHNOLOGIES

Our website and advertisements use cookies and similar technologies to enhance your experience, analyze site traffic, and deliver relevant content and advertising. You can control cookies through your browser settings.

We use tracking pixels from Meta, Google, and other platforms to measure the effectiveness of our advertising. You may opt out of interest-based advertising through:

• Meta: facebook.com/ads/preferences
• Google: adssettings.google.com

THIRD-PARTY LINKS

Our website and advertisements may contain links to third-party websites. We are not responsible for the privacy practices of those sites. We encourage you to review their privacy policies.

CHILDREN'S PRIVACY

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.

CHANGES TO THIS PRIVACY POLICY

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated "Last Updated" date. Continued use of our services after changes constitutes acceptance of the updated policy.

CONTACT US

If you have questions about this Privacy Policy or how we handle your information, contact us at:

Cardinal Advisory
New York, NY