Privacy Policy
Effective date: July 29, 2026
Neat Financial Services, Inc. (“Neat Finances,” “we,” “us,” or “our”) respects your privacy. This policy explains what information we collect through neatfinances.com, how we use it, and the choices available to you.
Information we collect
We may collect information you choose to provide, including your name, email address, phone number, company name, role, business questions, and information submitted through contact, booking, or intake forms. We may also collect basic technical and usage information such as browser type, device type, pages visited, and referring source through website analytics and connected service providers.
How we use information
We use information to respond to inquiries, schedule and conduct fit calls, provide requested services, manage client relationships, improve our website and services, maintain security, and comply with legal or professional obligations. We do not sell personal information.
Service providers
We may use trusted providers for website hosting, forms, customer relationship management, scheduling, email, accounting, secure file exchange, analytics, and related business operations. Those providers process information according to their own terms and privacy practices.
Cookies and analytics
Our website and connected tools may use cookies or similar technologies to operate the site, understand traffic, and measure engagement. You can limit cookies through your browser settings, although some features may not work as intended.
Data security and retention
We use reasonable administrative and technical safeguards appropriate to the information we handle. No internet transmission or storage method is completely secure. We retain information only as long as reasonably necessary for the purposes described above, contractual requirements, and applicable law.
Your choices
You may ask us to update or delete information you submitted, subject to legal, contractual, recordkeeping, or professional obligations. You may also opt out of non-transactional marketing communications at any time.
Third-party links
Our website may link to third-party sites. We are not responsible for their content, security, or privacy practices.
Contact us
Questions about this policy may be directed to Neat Financial Services, Inc. through our contact page or by phone at 727-238-5019.
We may update this policy periodically. The effective date above shows the latest revision.