Privacy Policy
Last Updated: January 2026
At THE COMPERE FINANCIAL & TAX SERVICES, INC., your privacy is important to us. This Privacy Policy explains how we collect, use, protect, and disclose personal information when you visit our website, request our services, or interact with us in any way. By using our website and services, you agree to the terms of this Privacy Policy.
1. Information We Collect
We may collect the following types of information:
Personal Information
Name
Email address
Phone number
Mailing address
Financial and tax-related information provided through forms or consultations
Business information (if applicable)
Technical Information
IP address
Browser type and device information
Pages visited and interaction data
Cookies and tracking technologies
2. How We Use Your Information
Your information is used to:
Provide financial, tax, insurance, and investment services
Schedule consultations and respond to inquiries
Prepare tax filings, financial reports, and personalized strategies
Improve website performance and user experience
Send important updates, service communications, and marketing (you may opt out at any time)
Comply with legal and regulatory requirements
3. How We Protect Your Information
We implement strong security measures to protect your personal and financial data, including:
Secure data storage systems
Encrypted communications
Restricted access to confidential information
Ongoing compliance with industry standards
While no system is completely secure, we take every reasonable step to protect your information.
4. Sharing of Information
We do not sell or rent your personal information.
We may share information only when necessary with:
Authorized service providers who support our operations
Financial institutions, insurance carriers, and investment partners (as required to deliver services)
Regulatory authorities or legal bodies when required by law
All partners are required to maintain strict confidentiality.
5. Cookies & Tracking Technologies
We use cookies and similar technologies to:
Improve website functionality
Analyze traffic and usage trends
Enhance user experience
You can disable cookies through your browser settings, though some site features may not function properly.
6. Your Rights & Choices
You have the right to:
Access your personal information
Request corrections or updates
Request deletion of data where legally permitted
Opt out of marketing communications at any time
To exercise your rights, contact us using the information below.
7. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.
8. Children’s Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal data from minors.
9. Updates 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.
10. Contact Us
If you have any questions regarding this Privacy Policy or how your information is handled, please contact:
THE COMPERE FINANCIAL & TAX SERVICES, INC.
Email: [email protected]
Phone: +1 516-395-9492
