Legal

Privacy Policy

Last updated: June 2025

Peak Solutions Financial and Insurance Services (“we,” “our,” or “us”) is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

We do not sell your personal information to third parties. We do not share your information for marketing purposes.

1. Information We Collect

When you fill out a contact form, book a consultation, or communicate with us, we may collect your name, email, phone number, mailing address, and information about your retirement situation you voluntarily share. We may also automatically collect IP address, browser type, pages visited, and device type.

2. How We Use Your Information

To respond to inquiries, schedule consultations, provide requested services, improve our website, and comply with legal obligations. We will not use your information for any other purpose without your consent.

3. Sharing Your Information

We do not sell, trade, or rent your personal information. We may share it with trusted service providers, for professional referrals with your consent, or as required by law.

4. Cookies and Tracking

Our website may use essential, analytics, and preference cookies. You can control cookie settings through your browser. We do not use cookies for targeted advertising.

5. Data Security

We use SSL/TLS encryption and access controls to protect your information, though no method of transmission is 100 percent secure.

6. California Privacy Rights (CCPA/CPRA)

California residents have the right to know, delete, and correct their personal information, and the right to non-discrimination for exercising these rights. We do not sell personal information.

7. Children’s Privacy

Our services are not directed to individuals under 18. We do not knowingly collect information from minors.

8. Contact Us

Phone: (650) 844-0656  ·  Email: info@peaksolutionsfinancial.com  ·  Mail: 3526 Investment Blvd. #211, Hayward, CA 94545.

This policy was last reviewed and updated in June 2025. The information on this website is for informational purposes only and does not constitute legal, tax, or investment advice.