Privacy Policy

Effective Date: January 1, 2026

Heritage Finance (“we,” “our,” or “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard information obtained through our website https://www.heritagefinance.site.

By accessing or using this website, you consent to the practices described in this Privacy Policy.

1. Information We Collect

A. Information You Provide Voluntarily

• Name
• Email address
• Phone number
• Financial or service-related information you choose to provide
• Messages submitted through forms or surveys

B. Automatically Collected Information

• IP address
• Browser and device information
• Pages visited and time spent on the site
• Referring URLs and interaction data

2. How We Use Your Information

• Respond to inquiries and requests
• Provide educational financial information
• Improve website performance and marketing efforts
• Communicate by phone, email, or text (where permitted)
• Comply with legal and regulatory requirements

We do not sell personal information for monetary compensation.

3. Lead Generation & Third-Party Sharing

Information you submit may be shared with affiliated service providers, financial professionals, or vendors assisting with website operations and communications. All third parties are required to safeguard your information.

4. Cookies, Analytics & Advertising

We may use cookies and similar technologies, including Google Analytics and Google Ads conversion tracking, to understand user behavior and improve advertising relevance.

5. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information. However, no system is completely secure.

6. Children’s Privacy

Heritage Finance does not knowingly collect personal information from children under the age of 13.

7. Your Privacy Rights

You may request access to, correction of, or deletion of your personal information, subject to legal obligations.

8. Your California Privacy Rights (CCPA / CPRA)

California residents have rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA), including the right to know, delete, correct, and limit the use of personal information.

Heritage Finance does not sell personal information.

To exercise your California privacy rights, contact us at: privacy@heritagefinance.site

9. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices.

10. Changes to This Privacy Policy

We may update this Privacy Policy at any time. Updates will be posted on this page.

11. Contact Us