LEGAL

Privacy Policy

Effective Date: July 27, 2026

Katz Advisory Group LLC respects your privacy and is committed to protecting the information you provide through this website.

Information We Collect

We may collect information that you voluntarily provide when you submit a contact form, schedule a conversation, or otherwise communicate with KAG. This information may include your name, title, company, email address, phone number, company website, business objectives, appointment information, and any other details you choose to provide.

We may also receive limited technical information associated with your use of the website, including browser type, device information, IP address, referring pages, and website activity. This information may be collected through website hosting, analytics, cookies, or similar technologies.

How We Use Information

KAG may use the information collected to:

• Respond to questions and inquiries

• Schedule and prepare for conversations

• Understand potential client needs

• Provide requested information or services

• Improve website performance and user experience

• Maintain website security

• Comply with legal and business obligations

How Information May Be Shared

KAG does not sell personal information.

Information may be shared with service providers that support website hosting, form processing, scheduling, email communication, analytics, security, or other business operations. These providers may access information only as necessary to perform their services.

Information may also be disclosed when required by law, to protect legal rights, or in connection with a business transaction involving KAG.

Data Retention

KAG retains information only for as long as reasonably necessary to respond to inquiries, provide services, maintain business records, resolve disputes, and comply with legal obligations.

Data Security

KAG uses reasonable administrative and technical measures to protect submitted information. However, no website, transmission method, or electronic storage system can be guaranteed to be completely secure.

Your Choices

You may request access to, correction of, or deletion of personal information provided to KAG. Depending on your location, additional privacy rights may apply.

To submit a privacy request, contact:

Cookies and Analytics

This website may use cookies or similar technologies required for website operation, performance measurement, analytics, and user experience. Browser settings may allow visitors to limit or disable certain cookies.

Third-Party Services and Links

The website may use or link to third-party platforms. KAG is not responsible for the privacy practices, security, or content of external websites and services.

Children’s Privacy

This website is intended for business and professional audiences and is not directed toward children under 13. KAG does not knowingly collect personal information from children.

Changes to This Policy

KAG may update this Privacy Policy periodically. Updates will be posted on this page with a revised effective date.

Contact

Questions about this Privacy Policy may be directed to:

Katz Advisory Group LLC

Raleigh, North Carolina