Privacy Policy
Effective Date: Dec.10, 2024
XELAdvisors (“we,” “our,” “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website (the “Site”) and engage with our services. Please read this policy carefully. By accessing or using our Site, you agree to the terms of this Privacy Policy.
Information We Collect
1. Personal Information
We may collect personal information you provide directly to us, including:
- Contact Information: Name, email address, phone number, and mailing address.
- Financial Information: Details required for tax services, wealth management, or transaction advisory services.
- Professional Information: Company name, job title, and industry.
2. Non-Personal Information
We automatically collect certain information about your device and usage when you visit our Site, such as:
- IP address
- Browser type and version
- Pages visited and time spent on the Site
- Referring website addresses
- Other diagnostic data
3. Cookies and Tracking Technologies
We use cookies, web beacons, and similar technologies to enhance user experience, analyze site traffic, and improve our services. You can manage your cookie preferences through your browser settings.
How We Use Your Information
We use the information we collect to:
- Provide and manage our core services: tax services, wealth management, audit & assurance, consulting & advisory, transaction advisory, and brand & marketing.
- Respond to inquiries and provide customer support.
- Conduct audits, reviews, and risk assessments.
- Personalize your experience on our Site.
- Comply with legal obligations and enforce our terms.
- Improve and optimize our services and Site functionality.
How We Share Your Information
We do not sell your personal information. However, we may share your information with third parties in the following circumstances:
- Service Providers: To facilitate our services, such as cloud hosting, payment processing, and analytics.
- Legal Compliance: When required by law or in response to valid legal requests.
- Business Transfers: In connection with a merger, sale, or transfer of assets.
- With Your Consent: When you have explicitly authorized us to share your information.
Data Security
We implement a variety of security measures to protect your personal information, including encryption, firewalls, and secure access protocols. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
Your Choices and Rights
1. Access and Update Information
You may access, update, or correct your personal information by contacting us at [Insert Contact Email].
2. Opt-Out
You can opt out of marketing communications by following the unsubscribe instructions in our emails or contacting us directly.
3. Cookies Management
You can manage your cookie preferences through your browser settings.
4. Data Deletion
You may request the deletion of your personal data, subject to our legal obligations.
Third-Party Links
Our Site may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies before providing any information.
Children’s Privacy
Our Site is not intended for individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe a child has provided us with personal information, please contact us to have it removed.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. The updated policy will be posted on this page with the effective date.
Contact Us
If you have any questions or concerns about this Privacy Policy or our practices, please contact us at:
XELAdvisors
Email: Info@Xeladvisors.com
Phone: (909) 750-0462
Address: 337 N Vineyard Ave #230, Ontario, CA 91764