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Privacy Policy

Effective Date: July 1, 2025

EL-Smith & Associates LLC
www.elsmithassoc.com

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1. Introduction

At EL-Smith & Associates, your privacy is our priority. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information in compliance with applicable privacy laws and industry regulations.

2. Information We Collect

We may collect the following types of information:

  • Personal Identification Information: Name, address, date of birth, Social Security number, driver's license or government-issued ID.

  • Contact Information: Email address, phone number, and mailing address.

  • Financial Information: Income, employment details, investment objectives, bank account numbers, credit history, and other relevant financial data.

  • Transaction Information: Details of the services you’ve used or requested.

  • Technical Information: IP address, browser type, and device data if you access our website.

 
3. How We Use Your Information

We use your information to:

  • Provide financial, tax, insurance, or advisory services

  • Process transactions and maintain client accounts

  • Respond to inquiries and support requests

  • Comply with legal, regulatory, or contractual obligations

  • Prevent fraud, unauthorized transactions, and other illegal activity

  • Communicate updates, newsletters, or relevant financial content (with your consent)

 

4. How We Share Information

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

  • Trusted Service Providers (e.g., custodians, software providers, payment processors) under strict confidentiality agreements

  • Legal or Regulatory Authorities when required by law, court order, or in response to a subpoena

  • Affiliated companies or agents for purposes consistent with this policy

 

5. Data Security

We maintain physical, electronic, and procedural safeguards that meet industry standards to protect your personal information. Only authorized personnel have access to your data.

 

6. Your Rights and Choices

You may:

  • Request access to or correction of your personal data

  • Withdraw your consent (where applicable)

  • Opt out of marketing communications at any time

To exercise your rights, contact us at:
📧 support@elsmithassoc.com
📞 678-557-5494

 
7. Cookies and Website Analytics

Our website may use cookies to enhance user experience and collect site usage data. You may disable cookies through your browser settings.

 
8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites.

 
9. Updates to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on our website with the effective date.

 
10. Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact us at:

EL-Smith & Associates LLC


📧 support@elsmithassoc.com
📞 678-557-5494
🌐 www.elmithassoc.com

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