Privacy Policy

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Last updated: July 2, 2026

What we collect

When you use our contact form, we collect the information you provide: your name, email address, phone number, business name, and your message. We do not use advertising trackers or sell data.

How we use it

We use your information solely to respond to your inquiry and, if you become a client, to provide our services. We do not sell, rent, or share your information with third parties for marketing.

How it's processed

Form submissions are delivered to us by Web3Forms, a form-processing service, and arrive in our email inbox. Our website is hosted on Cloudflare Pages. Both providers process data only to deliver these functions.

Retention and your choices

We keep correspondence as long as needed to serve you and meet professional record-keeping obligations. To ask what we hold about you or request deletion, email gary@glessneradvisory.com or call (727) 776-2062.

Client confidentiality

Client financial information is handled under strict confidentiality consistent with professional accounting standards and our engagement agreements.