Privacy Policy
Last updated: September 26, 2026
In this document
1. Introduction
Analyze Finance Value ("we," "our," or "us") is committed to protecting the privacy and security of every client and visitor. This Privacy Policy explains what information we collect, how we use it, and the choices you have when you interact with our website (analyzefinancevalue.com), mobile applications, and financial advisory services.
By using our services or website, you consent to the practices described in this policy. If you do not agree, please discontinue use of our site and services.
2. Information We Collect
2.1 Information You Provide Directly
- Identity data — full name, date of birth, Social Security number (for lending only), government-issued ID.
- Contact data — email, phone, mailing address.
- Financial data — income, employment, bank accounts, credit reports, investment holdings.
- Service data — loan preferences, investment goals, risk tolerance, insurance needs.
- Communication data — emails, form submissions, chat transcripts, call recordings (with consent).
2.2 Information Collected Automatically
- Device and browser information (IP address, device type, operating system).
- Usage data (pages visited, clickstream, session duration).
- Cookies, web beacons, and similar tracking technologies.
2.3 Information from Third Parties
With your permission, we may obtain credit reports, public records, and verification data from licensed consumer reporting agencies to evaluate lending and advisory requests.
3. How We Use Your Information
- Process loan applications, mortgage requests, and investment advisory services.
- Verify your identity and comply with Know Your Customer (KYC) and Anti-Money-Laundering (AML) regulations.
- Personalize financial recommendations and client dashboards.
- Send transactional messages (confirmations, statements, security alerts).
- Send marketing communications only with your opt-in consent.
- Improve our website, products, and customer experience.
- Detect, investigate, and prevent fraud and security threats.
5. Data Security
We employ enterprise-grade protections including 256-bit TLS encryption, AES-256 data-at-rest encryption, SOC 2 Type II certified infrastructure, multi-factor authentication, and continuous vulnerability scanning. No system is 100% secure, but we continuously invest to meet or exceed financial-industry standards.
6. Data Retention
We keep your data only as long as needed to deliver services, satisfy legal/regulatory requirements (typically 7 years for financial records under IRS and SEC rules), or honor your account preferences. You may request deletion earlier, subject to regulatory holds.
7. Your Rights
Depending on your state (CCPA, CPRA, VCDPA, CPA, etc.), you may:
- Access a copy of the personal data we hold about you.
- Request correction of inaccurate information.
- Request deletion of your data (subject to legal retention).
- Opt out of marketing communications at any time.
- Opt out of the sale of data — we do not sell, but you still have this right.
- Request a list of third parties we've shared your data with.
Submit requests via privacy@analyzefinancevalue.com. We respond within 30 days.
9. Children's Privacy
Our services are not directed to individuals under 18. We do not knowingly collect data from minors. If you believe a minor has provided us with data, please contact us and we will delete it.
10. Policy Changes
We may update this policy periodically. Material changes will be posted on this page with an updated "Last updated" date. Continued use after changes constitutes acceptance.
11. Contact Us
Data Protection Officer
Analyze Finance Value
88698 494th Ave, O'Neill, Nebraska 68763, USA
Email: privacy@analyzefinancevalue.com
Phone: (402) 336-3648