Privacy Policy

Effective date: August 1, 2026

CORE Financial Svcs LLC respects your privacy and is committed to protecting the personal information you provide through this website.

Information We Collect

We may collect information you voluntarily submit through the website, including your:

Name
Email address
Telephone number
Business name
Information included in a contact form or consultation request

The website may also collect limited technical information automatically, such as your browser type, device type, pages visited, referring website, approximate location, and access time.

How We Use Information

CORE Financial Svcs LLC may use information collected through this website to:

Respond to questions and consultation requests
Communicate about our accounting, bookkeeping, tax, and advisory services
Schedule appointments
Maintain and improve the website
Protect the website and business from fraud, misuse, or security threats
Comply with applicable legal and regulatory requirements

Sensitive Financial and Tax Information

Please do not submit Social Security numbers, tax returns, banking information, passwords, identification documents, or other confidential financial information through the website’s general contact form or ordinary email.

CORE Financial Svcs LLC will provide an appropriate secure method for transmitting sensitive documents when necessary.

Sharing of Information

CORE Financial Svcs LLC does not sell or rent personal information.

Information may be shared with service providers that support website hosting, email, scheduling, analytics, security, or other business operations. Information may also be disclosed when required by law, regulation, subpoena, court order, or other lawful governmental request.

The FTC recommends that businesses understand what personal information they hold, limit collection to what is needed, control access, and protect it appropriately.

Cookies and Website Analytics

This website may use cookies or similar technologies that are necessary for website operation, security, preferences, or analytics.

You may adjust cookie preferences through the website’s cookie settings or through your browser. Disabling certain cookies may affect how the website functions. IONOS provides cookie-consent and privacy tools for its website products.

Data Security

CORE Financial Svcs LLC uses reasonable administrative and technical measures to protect personal information. However, no website, email system, or internet transmission can be guaranteed to be completely secure.

Data Retention

Information is retained only as long as reasonably necessary to respond to inquiries, provide requested services, maintain business records, meet professional obligations, or comply with applicable law.

Third Party Links

This website may contain links to websites or services operated by third parties. CORE Financial Svcs LLC is not responsible for the privacy practices, security, or content of those third parties.

Children’s Privacy

This website is intended for adults and business users. CORE Financial Svcs LLC does not knowingly collect personal information online from children under 13. Federal law provides special protections for information collected online from children under 13.

Your Choices

You may request that CORE Financial Svcs LLC correct or delete personal information submitted through the website, subject to legal, regulatory, professional, and record-retention requirements.

Changes to This Policy

CORE Financial Svcs LLC may update this Privacy Policy when its website, services, or information practices change. The revised policy will be posted on this page with an updated effective date.

Contact Information

Questions about this Privacy Policy may be directed to:

CORE Financial Svcs LLC
4980 Hegel Rd
Goodrich, MI 48438
248.854.4770
leoler@corefinancialsvcs.com