Legal
Privacy Policy
Potomac Ledger Advisors respects the privacy of people who visit this website and contact the firm. This policy explains the information the firm may collect through the website, how it may be used, and choices that may be available to you.
Information you provide
When you submit an inquiry, you may provide information such as your name, email address, phone number, company, service interest, preferred contact method, and a description of your needs. Please do not submit highly sensitive personal or financial information through the website form.
Information collected automatically
The website and service providers may collect limited technical information, such as device and browser information, pages visited, approximate location derived from IP address, and referral information.
How information is used
Information may be used to respond to inquiries, operate and improve the website, protect the website and users, comply with legal obligations, and maintain business records. The firm does not use website inquiries to provide professional services until an engagement is accepted under appropriate terms.
How information may be shared
Information may be shared with service providers that support website hosting, form delivery, security, and business operations, subject to appropriate arrangements; when required by law; or in connection with a business transaction as permitted by law.
Retention and security
The firm retains information for as long as reasonably necessary for the purposes described above, subject to legal and operational requirements. No online transmission or storage method is completely secure. The firm uses reasonable measures appropriate to its actual systems.
Your choices and contact
To ask a privacy question or request information about your inquiry data, use the contact form. Additional rights may apply depending on where you live.
Changes to this policy
The firm may update this policy as its practices or legal requirements change. The current version will be posted on this page with its effective date.