Privacy Policy
Effective Date: 12/24/2025
Bear North Financial Services (“Company,” “we,” “us,” or “our”) is committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains how we collect, use, disclose, and protect information obtained through our website, services, and communications.
Information We Collect
We may collect the following types of information:
Personal Information
Name
Email address
Phone number
Mailing address
Date of birth
Social Security Number or Tax Identification Number (when required for services)
Financial and tax-related information
Government-issued identification
Non-Personal Information
IP address
Browser type
Device information
Website usage data
Cookies and tracking technologies
How We Use Your Information
We use collected information to:
Provide financial, tax, and advisory services
Process forms, applications, and documentation
Communicate with you regarding services and updates
Comply with federal, state, and regulatory requirements
Improve our website, services, and customer experience
Prevent fraud and unauthorized access
Information Sharing & Disclosure
We do not sell or rent your personal information.
We may share information only when necessary:
With trusted service providers who assist in operations (under confidentiality agreements)
To comply with legal obligations, subpoenas, or regulatory requirements
To protect our rights, property, or safety
With your explicit consent
Data Security
We implement administrative, technical, and physical safeguards to protect your information, including:
Secure servers and encrypted data transmission
Restricted access to sensitive information
Compliance with IRS and financial industry security standards
Despite our efforts, no method of transmission or storage is 100% secure. We cannot guarantee absolute security.
Cookies & Tracking Technologies
Our website may use cookies and similar technologies to enhance functionality and analyze usage. You may disable cookies through your browser settings, though some features may not function properly.
Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. Please review their privacy policies independently.
Your Rights & Choices
You may:
Request access to your personal information
Request corrections to inaccurate data
Request deletion of data, subject to legal and regulatory retention requirements
Requests can be made by contacting us using the information below.
Children’s Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors.
Policy Updates
We reserve the right to update this Privacy Policy at any time. Updates will be posted on this page with a revised effective date.
Contact Information
If you have questions or concerns regarding this Privacy Policy, contact:
Bear North Financial Services
Email: [email protected]
Important Note
This policy is for general informational purposes and does not constitute legal advice. For full compliance with applicable laws, consult a licensed attorney or compliance professional.