Privacy Policy

What we collect

When you submit a form on this site we collect the name, phone number, email address and any details you choose to include. We collect this only to respond to your request for a quote or for tax, notary or translation services.

How we use it

We use your information to contact you about your request, prepare quotes, and provide the services you ask for. If you become a client, we share what is necessary with the insurance carriers required to place your coverage.

What we do not do

We do not sell your personal information. We do not share it with third parties for their own marketing. We do not send unsolicited campaigns to people who only asked a question.

Cookies and analytics

This site does not set advertising or tracking cookies. If analytics are added later, this policy will be updated before they go live.

Third-party content

The contact page embeds a Google Maps frame so you can find the office. Loading that map is subject to Google's own privacy policy.

Data retention

Inquiry records are kept as long as needed to serve you and to meet the recordkeeping obligations that apply to insurance and tax services.

Your choices

You may ask us what information we hold about you, ask us to correct it, or ask us to stop contacting you. Call (919) 720-4275 or write to us at the office address below.

Contact