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Privacy Statement for Indario Advisory Services

Effective Date: May 30, 2024

Introduction

Welcome to Indario Advisory Services. We are committed to protecting your privacy and ensuring that your personal information is handled in a safe and responsible manner. This Privacy Statement explains how we collect, use, disclose, and safeguard your information when you visit our website and use our services.

 

Information We Collect

 

Personal Information

We may collect personal information that you voluntarily provide to us, including but not limited to:

  • Name

  • Contact information (email address, phone number, address)

  • Financial information (income, investment details, insurance policies)

  • Identification information (Social Security number, driver's license number)

  • Other relevant data necessary for providing our services

 

Non-Personal Information

We may also collect non-personal information about your interaction with our website. This may include:

  • IP address

  • Browser type and version

  • Pages you visit

  • Time and date of your visit

  • The amount of time spent on those pages

 

How We Use Your Information

We use the information we collect for various purposes, including to:

  • Provide and manage our financial and insurance advisory services

  • Communicate with you about your account or transactions

  • Send you updates, newsletters, and other information

  • Improve our website and services

  • Protect against fraudulent activities

  • Comply with legal obligations

 

Sharing Your Information

We do not sell or rent your personal information to third parties. We may share your information with:

  • Service providers and partners who assist us in operating our business and providing our services

  • Legal and regulatory authorities as required by law

  • Other parties in connection with business transfers (e.g., mergers, acquisitions)

 

Security of Your Information

We implement a variety of security measures to ensure the safety of your personal information. These measures include:

  • Encryption of sensitive data

  • Secure access controls

  • Regular security assessments

  • Training for employees on data protection

 

Your Choices

You have certain rights regarding your personal information, including:

  • Access: You can request access to the personal information we hold about you.

  • Correction: You can request corrections to your personal information if it is inaccurate.

  • Deletion: You can request the deletion of your personal information under certain conditions.

  • Opt-Out: You can opt out of receiving marketing communications from us.

To exercise any of these rights, please contact us at [Contact Email or Phone Number].

 

Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your browsing experience. You can set your browser to refuse all or some cookies or to alert you when websites set or access cookies. If you disable or refuse cookies, please note that some parts of our website may become inaccessible or not function properly.

 

Changes to This Privacy Statement

We may update this Privacy Statement from time to time. We will notify you of any changes by posting the new Privacy Statement on this page and updating the effective date. We encourage you to review this Privacy Statement periodically to stay informed about how we are protecting your information.

 

Contact Us

If you have any questions or concerns about this Privacy Statement or our privacy practices, please contact us at:

Indario Advisory Services
193 Innisbrooke Avenue
Greenwood, IN 46142
wmccrea@indario.com
317-210-2670

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Thank you for trusting Indario Advisory Services with your financial and insurance needs. We are committed to protecting your privacy and providing you with the highest level of service.

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