Cardinal Oaks Financial Group LLC, Creating Wealth for Families

Your information

Privacy Notice

This notice describes information you may choose to send through this website and how it may be used to respond to you.

Information you submit

If you use the contact form, you provide information such as your name, email address, selected topic, and message. The form sends that information through a website email-delivery service to Cardinal Oaks Financial Group LLC so we can respond to your inquiry. Please do not submit Social Security numbers, Medicare identifiers, payment or bank details, policy numbers, or detailed health information through the form.

How information may be used

Information you submit may be used to respond to your request, communicate with you about the topic you selected, and manage or document the inquiry. The website may rely on service providers to host pages or deliver form messages. Those providers may process information as needed to provide their services. We do not promise a particular retention period or security outcome through this notice.

External websites and choices

This website may link to third-party websites or booking services. Their privacy practices are governed by their own notices and terms, which you should review before providing information. You may contact us directly by phone at 919-899-4278 or email at rgurrala@cardinaloaksfinancialgroup.com with a privacy question about an inquiry you submitted.

Updates

This notice may be updated as website features or applicable requirements change. The current version will be posted on this page. If a future feature collects or uses information in a different way, this notice should be reviewed and updated before that feature is launched.

This is a general website privacy notice, not a legal opinion. Cardinal Oaks should confirm the form provider’s privacy and retention terms, all website analytics and cookie behavior, applicable state and federal privacy duties, and any required notices with qualified counsel before publishing.