Privacy Policy

Effective Date: June 30, 2025
Last Updated: June 30, 2025

​​

​

1. Introduction
Dominion Business Advisors (“we,” “us,” or “our”) is committed to protecting your privacy. We respect your privacy and are committed to protecting personal information you provide when using our website and related digital services (the “Site”). This Privacy Policy describes how we collect, use, disclose, and safeguard information obtained via the Site. Please read this policy carefully; by accessing or using the Site, you agree to the practices described herein.

​

2. Scope

• This Privacy Policy applies to all visitors, users, and others who access or use the Site or engage with us electronically (collectively, “you” or “Users”).

• It covers information collected online through the Site. Offline data collection (e.g., in-person meetings) is governed by our internal confidentiality practices and applicable laws but is not detailed here except as noted.

​

3. Information We Collect

 

3.1 Personal Information You Provide

​

• Contact Details: Name, email address, phone number, mailing address, and company information when you submit forms, schedule meetings, or communicate with us. 

• Communications Content: Any messages, comments, or documents you transmit to us via email, chat, or web forms.

• User-Generated Content: Testimonials, reviews, or feedback you submit, if you consent to publication.

​

3.2 Automatically Collected Information

​

• Usage Data: IP address, browser type and version, pages visited, time and date of access, referral URLs, device type, operating system.

• Cookies & Tracking Technologies:

  • We use cookies (session and persistent) to enhance user experience (e.g., remembering preferences), analyze site usage, and support functionality.

  • Web beacons or pixel tags may be used in emails or pages to track email open rates or page engagement for administration.

  • Third-party analytics tools (e.g., Google Analytics) may collect aggregated, de-identified usage metrics. Refer to their privacy policies for details.

​

3.3 Information from Third Parties

​

• Referral Partners or Aggregators: If you arrive via a referral source or aggregator, we may receive basic contact or demographic information about you to follow up.

• Publicly Available Sources: We may verify or supplement information from public directories or regulatory filings when servicing an existing relationship, but we do not pull personal details beyond what is publicly disclosed (e.g., business address).

• Third-Party Integrations: If you choose to link or authenticate via third-party services (e.g., social login), data retrieved is subject to your consent and the third party’s policies.

 

4. How We Use Your Information

We use collected information for purposes including, but not limited to:

• Provide and manage our services

• Respond to inquiries or requests

• Send newsletters, updates, or marketing communications (you can opt-out anytime)

• Improve website performance, security, and user experience

• Comply with applicable laws and regulations

​

5. Legal Bases for Processing (where applicable)

• Consent: For marketing emails or any use of personal data requiring opt-in under applicable law.

• Contractual/Pre-Contractual Necessity: Processing data you provide to fulfill requests for quotes or services.

• Legitimate Interests: Site analytics, security, fraud prevention, and improving services, balanced against your privacy rights.

• Legal/Regulatory Obligations: Retaining records as required by industry regulators or other authorities.

​

6. Sharing and Disclosure of Information
We do not sell personal information. We may share data in the following circumstances:

• Service Providers and Vendors: Third parties performing functions on our behalf (e.g., hosting, analytics, CRM, email delivery). They are contractually bound to protect data and only use it per our instructions.

• Affiliated Entities: Any affiliates for internal administrative or compliance purposes.

• Regulatory or Legal Requirements: In response to subpoenas, court orders, or regulatory inquiries, or to comply with laws (e.g., reporting suspected fraud).

• Business Transfers: If we merge with, are acquired by, or transfer assets in a transaction, personal data may be among transferred assets. We will notify you and require the successor to honor this Privacy Policy or notify you of material changes.

• With Your Consent: Other disclosures only with your express permission.

​

7. Cookies, Tracking, and Opt-Out

​​

• You may configure your browser to refuse cookies or alert you when cookies are sent; however, disabling cookies may impair Site functionality.

• For analytics cookies (e.g., Google Analytics), you may opt out via browser add-ons or the analytics provider’s opt-out mechanisms.

• We will present a cookie notice or banner if required by applicable law to obtain consent for non-essential cookies or tracking.

​

8. Data Security

​

• We implement administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, or destruction.

• No system can guarantee absolute security. In the event of a breach affecting personal data, we will comply with applicable notification requirements and take steps to mitigate harm.

​

9. Data Retention

​

• We retain personal data only as long as necessary to fulfill purposes described (e.g., servicing your policies, regulatory recordkeeping, dispute resolution).

• After the retention period ends, data is securely deleted or de-identified, except where legal obligations require longer retention.

​

10. Your Rights and Choices

Depending on your jurisdiction, you may have rights regarding your personal data:

​

• Access & Correction: Request access to or correction of your personal information.

• Deletion: Request deletion, subject to regulatory or contractual retention obligations.

• Opt-Out of Marketing: Unsubscribe from promotional communications at any time via the link or by contacting us.

• Cookie Preferences: Manage cookies via browser settings or device preferences.

• Data Portability: Where applicable, request a copy of certain personal data in a structured, machine-readable format.

• Do Not Sell/Share (e.g., CCPA for California residents): Right to opt out of sale or sharing of personal information.

​

To exercise rights, contact us (see Section 15). We may require verification of identity before fulfilling requests.

​

11. Children’s Privacy

​

• The Site is not directed to children under 13. We do not knowingly collect personal data from minors. If we learn we have inadvertently collected such data, we will delete it promptly.

​

12. International Transfers

​

• Our operations are primarily in the United States. If you access the Site from outside the U.S., your data may be transferred to and processed in the U.S. by us or our service providers. By using the Site, you consent to such transfers.

​

13. Third-Party Links and Integrations

​

• The Site may contain links or embedded content from third parties (e.g., carriers, partners). This Privacy Policy does not apply to third-party sites. Review their privacy policies before providing information.

• Embedded widgets or tools may collect usage data; those interactions are governed by the third party’s privacy practices.

​

14. Changes to This Privacy Policy

​

• We may update this Privacy Policy to reflect changes in practices, technology, legal requirements, or business operations. When material changes occur, we will update the “Last Updated” date and, if appropriate, provide notice (e.g., banner or email). Continued use of the Site after changes indicates acceptance of the updated policy.

​

15. Contact Information

If you have questions, requests, or concerns about this Privacy Policy or our data practices, please contact us at info@dominionbusinessadvisors.com​. We will respond to inquiries in accordance with applicable law.