Last modified and effective June 30, 2023
You may provide us with two types of information; anonymous information we collect, and nonpublic personal information that you voluntarily submit to us.
Nonpublic personal information is information that clearly identifies you, such as your name, address, telephone number, email address, etc. We will ask you to provide nonpublic personal information when you subscribe to our email newsletters, subscribe to our events, purchase products or services, upload information to a site, or contact us with a question or concern. We may also collect publiclyavailable information about you fromother sources, such as information from newspapers, blogs, commercial websites.
If you are our client, we may collect certain nonpublic personal information from you,including, but not limited to, your name, address, Social Security number, tax identification number, age, corporate name and structure, internal accounting methods, financial status, assets, income, tax information, retirement and estate plan information, transaction history, account balance, payment history, investment objectives, marital status, family relationships, and other personal information. This information may also be secured from the sources described below and is subject to theconditions stated below.
We use nonpublic personal information for the purpose for which you provided it, such as to fulfill your request for services or information, to process and administer your requests, and to activate any online account you may have with us. We may also use nonpublic personal information to notify you of changes to this site, to provide you with news, email offers, and other information, to let you know about other information and services that may be of interest to you, and to tailor our online offerings to your preferences.
Similar to other commercial websites, our website utilizes a standard technology called “cookies” and server logs to collect information about how our site is used. Information gathered through cookies and server logs may include the date andtime of visits, the pages viewed, time spent at our site, and the web sites visited just before and just after our own, as well as your IP address.
A cookie is a very small text document, which often includes an anonymous unique identifier. When you visit a website, that site’s computer asks your computer for permission to store this file in a part of your hard drive specifically designated for cookies. Each website can send its own cookie to your browser if your browser’s preferences allow it, but (to protectyour privacy) your browser only permits a website to access the cookies it has already sent to you, not the cookies sent to you by other sites.
Strategic Advisors reserves the right to use technological equivalents of cookies, including social media pixels. These pixels allow social media sites to track visitors to outside websites so as totailor advertising messages users see while visiting that social media website. Strategic Advisors reserves the right to use these pixels in compliance with the policies of the various social media sites.
This site uses Google Analytics in connection with our website to gather data such as age, gender and interests to provide advertising targeted to suit your interests and preferences. Google Analytics collects anonymous information that is not used to identify a particular user. This information helps us better understand how visitors use our website and detect and defend against fraud and other security risks.
The site contains links to other web sites. We are not responsible for the privacy practices or the content of such web sites. Please understand that any information that is disclosed in these areas becomes subject to the privacy policies and practices of those sites. We have no control over its use and you should exercise caution when deciding to disclose your nonpublic personal information.
Our sites use various security devices and methods where appropriate to protect your nonpublic personal information and your data or your content depending on the nature of the site, and we take reasonable measures to help ensure that your information remains reliable, accurate, complete, and current.
We restrict access to such nonpublic personal information to our personnel and our affiliates and subsidiaries. We maintain physical, electronic, and procedural safeguards to protect such nonpublic personal information. We will take reasonable measures, which we believe are appropriate to protect your nonpublic personal information from loss, misuse, alteration, or destruction; however, we cannot ensure or warrant the security of that information. Please use caution whenever sending nonpublic personal information to us via email and use third party tools for better secure exchanges of information.
As a user, you are subject to the following rights:
We will not discriminate against you for exercising any of your rights. We will not:
If you would like to opt out of receiving promotional or marketing e-mail from us, you may use the “unsubscribe” option included in each marketing message. You may also let us know by sending an email to firstname.lastname@example.org with REMOVE in the subject line and stating the e-mail address you wish to be removed from our mailing list. However, your option not to receive promotional and marketing e-mail shall now preclude us from corresponding with you, by e-mail or otherwise, regarding your existing relationship with us. Your opt-out request will not apply tocorrespondence that has already been initiated.
The information on this site has been provided by Strategic Advisors for general information purposes. It does not constitute legal, accounting, tax or other professional advice or services and is presented without any representation or warranty as to the accuracy or completeness of the information to your specific situation. Strategic Advisors will provide professional advice to clients for whom a written engagement agreement has been completed between the firm and the client.
CIRCULAR 230 DISCLOSURE: To ensure compliance with requirements imposed by the IRS, any U.S. federal tax advice contained on this site is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or tax-related matter[s].
Links to information on sites other than those operated by, or on behalf of, Strategic Advisors are for your convenience only and are not an endorsement or recommendation of those sites. Strategic Advisors has no authority or control over these companies or the information on their sites, nor can we be held responsible for their privacy and legal policies and data transmitted via their servers. When you link away from our site, you do so at your own risk.
Strategic Advisors and the names of their respective products and services are trademarks of Strategic Advisors. All other product names mentioned on this site may be trademarks or registered trademarks of their respective owners and are mentioned for identification purposes only.
While Strategic Advisors has made every attempt to ensure that the information contained at this site has been obtained from reliable sources, Strategic Advisors is not responsible for any errors or omissions, or for the results obtained from the use of this information. ALL INFORMATION IN THIS SITE IS PROVIDED “AS IS”, WITH NO
GUARANTEE OF COMPLETENESS, ACCURACY, TIMELINESS OR OF THE RESULTS OBTAINED FROM THE USE OF THIS INFORMATION, AND WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO WARRANTIES OF PERFORMANCE, MERCHANTABILITY AND
FITNESS FOR A PARTICULAR PURPOSE. In no event will Strategic Advisors or its partners, agents or employees, be liable to you or anyone else for any decision made or action taken in reliance on the information in this site or for any consequential, special or similar damages, even if advised of the possibility of such damages.
Our legal obligations hereunder are subject to the laws of the State of Pennsylvania regardless of your location. You hereby consent to the exclusive jurisdiction of and venue in the courts located in the State of Pennsylvania, in all disputes arising out of or relating to services performed.