Privacy Policy

Privacy Policy

C-Level Consultants, LLC recognizes that clients have the right to expect personal financial information to remain private and secure.  We are committed to maintaining the confidentiality, integrity, and security of the personal information that is entrusted to us.

Information Collection and Use
C-Level Consultants, LLC is the sole owner of the information collected on this site. We will not sell, share, or lease this information to others in any manner that is different from what is described in this statement.  We may collect nonpublic information from you that includes information about your practice, professional relationships, and other pertinent information in establishing an outsourcing relationship.  We may also collect personal and financial information about your clients.  We restrict the use and collection of information about your clients to that which is necessary to administer our business, to provide service, and to offer opportunities that we think will be of interest to your clients.  C-Level Consultants, LLC will use this information only in accordance with the principles set out in this Policy.  We collect, retain, and use information about you and your clients only for specific business purposes.  We use this information to protect and administer your records, to comply with certain laws and regulations, to help us design our services, and to understand specific needs in order to provide customized services.

Client Privacy in Business Relationships with Third Parties
C-Level Consultants, LLC does not share information with outside parties unless: (1) the client has instructed or previously authorized the disclosure of information to individuals and/or entities not affiliated with C-Level Consultants, LLC, including, but not limited to other professional advisors and/or service providers; (2) the disclosure is required by judicial or regulatory process; or (3) the disclosure is required by or allowed by law.  When we do provide client information to an unaffiliated third party (including other financial service providers, consultants, and auditors), we require that the third party adhere to privacy principles similar to those to which C-Level Consultants, LLC adheres for keeping this information confidential and that the third party use the information solely for the purpose for which it was disclosed.

Protection of Client Information
C-Level Consultants, LLC is committed to the security of all client information.  We maintain physical, electronic and procedural safeguards to ensure that client information is private and secure at all times, and we continually assess new technology for protecting information.  C-Level Consultants, LLC permits only authorized employees and affiliates who have signed a copy of our Privacy Policy to have access to client information.

Providing Privacy Information to Clients and Responding to Inquiries
At C-Level Consultants, LLC, we value our client relationships.  We want you to understand how we use the information you provide and our commitment to ensuring your personal privacy.  If you have any questions about how C-Level Consultants, LLC protects your confidential information, please contact us via email or through our online contact form.

Terms of Use

Legal Disclaimer
This website is provided for information purposes only without any representations or warranties, express or implied.  C-Level Consultants, LLC makes no representations or warranties in relation to this website or the information and materials provided on this website.  Nothing on this website constitutes, or is meant to constitute, advice of any kind.  C-Level Consultants, LLC will not be liable to you (whether under the law of contact, the law of torts or otherwise) in relation to the contents of, or use of, or otherwise in connection with, this website: for any indirect, special or consequential loss; or for any business losses, loss of revenue, income, profits or anticipated savings, loss of contracts or business relationships, loss of reputation or goodwill, or loss or corruption of information or data.  By using this website, you agree that the exclusions and limitations of liability set out in this website disclaimer are reasonable.  If you do not think they are reasonable, you must not use this website.  If any provision of this website disclaimer is, or is found to be, unenforceable under applicable law, that will not affect the enforceability of the other provisions of this website disclaimer.

Copyright Notice
This website and its content are copyrighted by C-Level Consultants, LLC.  All rights reserved.  C-Level Consultants, LLC does not authorize the copying, republishing, redistributing, transmitting, participating in the transmission of, creating derivatives, altering, editing or exploiting in any manner any material from this website without its express written permission.