Privacy Policy

Last Updated: [Date — update before launch]

Pryor Financial LLC ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website pryorfinance.com, use our client portal, or interact with our AI assistant Marvin.

Information We Collect

Information You Provide:

  • Contact information (name, email, phone number)
  • Financial profile information (when using our services)
  • Messages and inquiries submitted through forms
  • Conversations with Marvin AI assistant
  • Account credentials for the client portal

Automatically Collected:

  • Page views and navigation patterns (via privacy-respecting analytics — no cookies)
  • Device type and browser information
  • IP address (for rate limiting and security only)

How We Use Your Information

  • To respond to your inquiries and provide services
  • To manage your client portal account
  • To personalize your experience with Marvin AI
  • To send relevant communications (with your consent)
  • To improve our website and services
  • To comply with legal obligations

Marvin AI Assistant

Marvin is an AI assistant that may store conversation history to provide personalized responses. Anonymous visitors' conversations are session-scoped and not permanently stored. Authenticated users can request deletion of their conversation history at any time.

Data Security

We implement industry-standard security measures to protect your data, including encryption in transit (TLS/SSL), secure database access controls, and regular security audits. Your data is stored on secure infrastructure and is never sold to third parties.

Analytics

We use privacy-respecting analytics that do not use cookies, do not track individual users across sessions, and do not collect personal information. No data is shared with advertising networks.

Your Rights

You have the right to:

  • Access the personal data we hold about you
  • Request correction of inaccurate data
  • Request deletion of your data
  • Withdraw consent for communications
  • Request your Marvin conversation history be deleted

Contact Us

For privacy-related inquiries, contact us at info@pryorfinance.com