Privacy Policy

1. Information We Collect

We may collect the following categories of information:

• Personal Identifiers: Name, email address, phone number, mailing address, and business name.
• Business Information: Industry, revenue range, funding needs, and other details you provide through our contact forms or consultations.
• Technical Data: IP address, browser type, operating system, referring URLs, and website usage patterns collected through cookies and similar technologies.
• Communication Records: Records of your correspondence with us, including email, phone, and SMS communications.

2. How We Use Your Information

We use the information we collect to:

• Process and evaluate your funding applications and inquiries.
• Communicate with you about our products, services, and promotional offers.
• Improve our website, products, and customer experience.
• Comply with legal and regulatory requirements applicable to financial services.
• Protect against fraudulent, unauthorized, or illegal activity.

3. Information Sharing & Disclosure

We do not sell your personal information. We may share information with trusted service providers who assist us in operating our business, provided they agree to keep your information confidential. We may also disclose information when required by law, to protect our rights, or in connection with a business transaction such as a merger or acquisition.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

4. SMS & Text Message Communications

If you opt in to receive SMS or text messages from The Montgomery Group Inc., the following terms apply:

• You may receive recurring marketing and promotional SMS/MMS messages from The Montgomery Group Inc. sent using an automated telephone dialing system (ATDS).
• Message frequency varies. You may receive up to 4 messages per month.
• Message and data rates may apply depending on your mobile carrier and plan.
• You may opt out at any time by replying STOP to any message.
• For assistance, reply HELP to any message or contact us at morris@the-montgomery-group.com.
• Consent is NOT a condition of purchase. You are not required to opt in to SMS messaging to obtain our products or services.

5. Cookies & Tracking Technologies

Our website may use cookies and similar technologies to enhance your browsing experience, analyze site traffic, and personalize content. You can control cookie preferences through your browser settings. Disabling cookies may affect certain features of our website.

6. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, alteration, disclosure, or destruction. However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

7. Your Rights

Depending on your jurisdiction, you may have certain rights regarding your personal information, including the right to access, correct, delete, or port your data. To exercise these rights or make a privacy-related request, please contact us at morris@the-montgomery-group.com.

8. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Last Updated" date. We encourage you to review this policy periodically.

9. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us: