Effective Date: 2/8/2025

1. Introduction
Cedar Root Financial LLC ("Company," "we," "our," or "us") values your privacy and is committed to protecting your personal information. This Privacy Policy outlines how we collect, use, store, and protect your data when you visit our website ("Site") or use our services.

2. Information We Collect
We may collect the following types of information:

• Personal Information: Name, email address, phone number, mailing address, and other contact details.

• Financial Information: Payment details and tax-related data when using our financial services.

• Technical Data: IP addresses, browser type, device information, and cookies.

• Usage Data: Information about how you interact with our Site and services.

3. How We Use Your Information
We use your information for the following purposes:

• To provide and manage our financial services.

• To communicate with you regarding services, updates, and promotions.

• To improve our Site and customer experience.

• To comply with legal and regulatory requirements.

4. Data Sharing & Third Parties
We do not sell or rent your personal information. However, we may share your data with:

• Service Providers: Third-party vendors who assist in providing our services.

• Legal Authorities: When required to comply with legal obligations or protect our rights.

• Business Transfers: In case of mergers, acquisitions, or business restructuring.

5. Data Security
We implement strict security measures to protect your data, including:

• Encryption of sensitive information.

• Secure access controls and authentication.

• Regular monitoring for security threats.

6. Your Privacy Rights
Depending on your state or local laws, you may have the following rights:

• Access and request a copy of your data.

• Request correction or deletion of inaccurate information.

• Opt-out of certain data collection or marketing communications.

To exercise these rights, please contact us using the details below.

7. Cookies & Tracking Technologies
Our Site uses cookies to enhance your experience. You can manage cookie preferences through your browser settings.

8. Retention of Your Information
We retain your data only as long as necessary to fulfill business and legal obligations.

9. Children's Privacy
Our Site is not intended for children under 18, and we do not knowingly collect data from minors. We do not currently and will not provide any financial or tax services to anyone under the age of 18. 

10. Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

11. Contact Information

For any questions or concerns regarding these Terms, you may contact us by mail for official matters at:
Cedar Root Financial LLC

14205 SE 36th St STE 100-288,
Bellevue, WA 98006-1596

United States