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PRIVACY POLICY

At Valkyrie Financials LLC ("we," "our," or "us"), your privacy is important. This Privacy Policy outlines how we collect, use, and protect your personal information.

1. Information We Collect

We may collect the following personal information through forms, communications, and services:

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  • Name and contact details (email, phone, address)

  • Business information

  • Financial documents and data

  • Banking details and account access credentials (only when provided for service delivery)

  • Communication preferences

  • Service-related notes or requests

2. How We Use Your Information

We use your information to:

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  • Provide our services (e.g., financial modeling, bookkeeping, advisory)

  • Access accounts or financial platforms as authorized by the client for service delivery

  • Communicate with you regarding projects, invoices, and updates

  • Respond to inquiries or support requests

  • Maintain internal records for project tracking and compliance​ 

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We do not sell, rent, or share your personal information with third parties for marketing purposes.

3. Data Storage and Security

We store your information using secure cloud platforms, protected by encryption and access controls. Only authorized personnel have access to client data. Any banking or login credentials provided are stored and handled with strict confidentiality and used solely for agreed-upon service delivery. We take reasonable steps to protect your data from unauthorized access or disclosure.

4. Cookies and Analytics (if applicable)

If our website uses cookies or collects analytics (e.g., Google Analytics), it may gather anonymized data on how visitors use the site. This helps us improve user experience. You can disable cookies in your browser settings.

5. Your Rights

You may request access to the personal data we hold about you, request corrections to inaccurate information, or ask for deletion of your data (where legally permissible).

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Valkyrie Financials LLC is not subject to the California Consumer Privacy Act (CCPA) but upholds its core principles of transparency and user control as a best practice.

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Requests can be submitted by email to: info@valkyriefinancials.com

6. Policy Updates

We may update this policy from time to time. The most current version will always be available upon request or posted to our website.

7. Contact Us

If you have any questions about this Privacy Policy, please contact us at: info@valkyriefinancials.com

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