Privacy Policy
This policy explains how Treitman Financial LLC collects, uses, protects, and shares information submitted through this website, its secure intake tools, its client workspace, telephone calls, and related communications.
Information we collect
We may collect contact details, company and project information, financing or advisory requests, appointment details, documents, call recordings or transcripts when disclosed, and messages you exchange with our team. We also collect limited technical, security, and first-party website-usage information needed to operate, protect, and improve the service.
Website analytics
We measure public-page visits, referral sources, campaign tags, viewed pages, clicked links or buttons, approximate engagement and scroll depth, browser and device category, and coarse location when supplied by our hosting provider. We use anonymous visitor and session identifiers and do not place form entries, message text, or raw IP addresses in the analytics record. Browser Global Privacy Control and Do Not Track signals disable this measurement.
How we use information
We use information to evaluate and respond to inquiries, arrange appointments, provide requested services, maintain client and lead records, secure the platform, comply with law, and improve our operations. Submitting an inquiry does not guarantee financing, approval, representation, or any particular business outcome.
Text messaging
If you expressly opt in, Treitman Financial LLC may send conversational text messages concerning your inquiry, requested follow-up, documents, and appointment scheduling. Message frequency varies. Message and data rates may apply. Consent is not a condition of purchase. Reply STOP to opt out or HELP for help. We do not sell or share mobile telephone numbers, text-message consent, or opt-in data with third parties or affiliates for their marketing or promotional purposes.
Service providers and disclosures
We may use vetted service providers for hosting, communications, scheduling, storage, security, analytics, and professional support. They may process information only to provide those services. We may also disclose information when required by law, to protect rights or safety, or in connection with a legitimate business transfer.
Deal engagement measurement
We record sign-ins and visits to shared deal rooms and presentation pages. Estimated active time counts visible, focused page use and pauses after one minute without interaction. It is an estimate, not proof of reading. An account identifies the signed-in account; a presentation link alone does not identify its viewer. Workspace administrators can review this activity to support deal follow-up. We retain these activity records for 90 days. We do not record typed content, track visits to other sites, or use device fingerprinting for this report.
Retention and security
We retain information only as reasonably necessary for the purposes described above, contractual and legal obligations, dispute resolution, and security. We use administrative, technical, and organizational safeguards, but no internet service can promise absolute security.
Your choices
You may decline optional text messaging, reply STOP at any time, unsubscribe from optional communications, or contact us to request access, correction, or deletion where applicable. Operational, legal, fraud-prevention, and recordkeeping requirements may limit some requests.
Contact
Questions or privacy requests may be sent to support@treitmanfinancial.com. You may also review our Terms.