Privacy Policy

Current date: September 26, 2026

This Privacy Policy describes how Cleveland Financial Solutions handles information associated with visits to clevelandfinancialsolutions.com and inquiries submitted through this website. It does not replace any separate privacy notice provided in connection with a financial or insurance product or client relationship.

Information You Provide

When you contact us, request a consultation, or register for an event, you may provide your name, email address, telephone number, and information about your interests or questions. The information collected depends on the form or communication method you use.

Please do not send Social Security numbers, account credentials, payment card information, medical records, or other sensitive information through ordinary email or general website forms. Contact us to discuss an appropriate method for sharing confidential documents.

Technical Information and Cookies

Our hosting systems and website tools may process information such as IP address, browser type, device information, pages requested, and access times to deliver and protect the website. Cookies or similar technologies may support site functionality and, where enabled, measurement or third-party features.

You can manage cookies through your browser settings. Blocking some cookies may affect website features. If a cookie preference tool is provided, use it to manage the choices it offers.

How Information May Be Used

• Responding to questions and consultation requests.
• Coordinating appointments, events, and requested services.
• Sending information you request or communications you have agreed to receive.
• Operating, troubleshooting, and protecting the website.
• Meeting applicable legal, regulatory, and recordkeeping obligations.

Service Providers and Other Disclosures

Information may be processed by providers that support website hosting, forms, email, scheduling, security, or other business functions. Information may also be disclosed when required by law or when reasonably necessary to address fraud, security incidents, or the protection of legal rights.

If you request a product or service involving another organization, information sharing may be governed by additional notices and authorizations provided during that process.

Third-Party Content and Links

The website may display Google reviews through Trustindex, externally hosted images, videos, or other third-party content. Loading these features may send technical information to their providers. Links to Facebook, LinkedIn, maps, and other external websites are subject to those providers’ privacy practices. Review their policies before providing information.

Retention and Security

Retention periods depend on the purpose of the information, the nature of the relationship, and applicable legal or recordkeeping requirements. No website, email system, or internet transmission can be guaranteed completely secure.

Your Choices and Requests

You may contact us to request access to, correction of, or deletion of personal information. Available rights depend on applicable law, and some records may need to be retained. We may need to verify your identity before responding. You may ask to stop promotional emails by using an available unsubscribe link or contacting us; service-related communications may still be necessary.

Children’s Privacy

This website is intended for adults and is not directed to children under 13. Please contact us if you believe a child has submitted personal information so we can review and address the situation.

Changes to This Policy

We may revise this policy as website features, practices, or requirements change. Any material changes will be communicated as required by applicable law. The current date displayed above is a viewing-date feature, not a record of policy revisions.