Privacy policy

Privacy Policy At Monarch Advisory Group: We prioritize the privacy and security of our clients' personal and business information. This Privacy Policy outlines how we collect, use, and protect your data as you engage with our brokerage and advisory services in the United States.  Information We Collect: We may collect personal information such as your name, contact details, and financial data, as well as any relevant business information necessary to provide our services. This information is collected through direct interactions such as consultations and service requests, ensuring we have the essential details to support your business needs effectively. How We Use Your Information: The information we gather is utilized solely for the purpose of delivering tailored brokerage and advisory services. We use your data to conduct market analyses, complete necessary financial transactions, and provide personalized recommendations that align with your business goals. Your information will not be shared with third parties except where required by law or with your explicit consent. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. Data Security: Monarch Advisory Group employs robust security measures to safeguard your personal and business information against unauthorized access and misuse. Our systems are continuously monitored and regularly updated to maintain high standards of data protection. Your Privacy Rights: You have the right to access and update your personal information at any time. Should you wish to review, modify, or request the deletion of your data, please contact us directly, and we will promptly address your request in accordance with applicable privacy laws. Contact Us: If you have any questions or concerns about our Privacy Policy or how we handle your information, please reach out to us at our San Francisco office. We are committed to ensuring your privacy and are here to discuss any inquiries you may have. Monarch Advisory Group remains dedicated to maintaining transparency and trust with our clients, reflecting our commitment to excellence in business brokerage and advisory services. Your privacy matters to us, and we strive to uphold this value in every interaction.