Privacy Policy

Last Updated: 1/1/2026

Trade Growth Advisors (“we,” “our,” “us”)

This Privacy Policy explains how Reiser & Company, LLC collects, uses, discloses, and protects your personal information when you visit our website, engage our services, or interact with us in any way. We are committed to safeguarding your privacy and maintaining your trust.

1. Information We Collect

We collect information in the following ways:

A. Information You Provide to Us

This may include:

• Name, email address, phone number, and mailing address

• Financial, tax, and income-related data

• Documents uploaded through client portals

• Business and entity information

• Payment information

Questions, messages, or information submitted via forms or email

Information shared during consultations or service engagements

B. Information Collected Automatically

When you visit our website, we may collect:

• IP address

• Browser type and version

• Pages visited and time spent

• Device information

• Cookies and analytics data

C. Information From Third Parties

We may receive information from:

• Financial institutions

• Payroll providers

• Tax authorities

• Referral partners

• Accounting or legal professionals you authorize

We only receive third-party information when you have given consent or initiated sharing.

2. How We Use Your Information

We may use your information to:

• Provide tax, advisory, planning, and related services

• Communicate with you about your account, tax notices, or required documents

• Deliver reports, projections, planning documents, and financial analyses

• Process payments and manage billing

• Improve our website and client experience

• Respond to inquiries or customer support requests

• Comply with legal, regulatory, or professional obligations

• Send updates, newsletters, or resources (you may opt out)

We do not sell your personal information to third parties.

3. How We Share Your Information

We may share information only when necessary and only with:

A. Authorized Service Providers

Such as:

• Secure client portal platforms

• Payment processors

• Cloud storage and document vault providers

• IT and security vendors

These vendors are contractually required to protect your data.

B. Professional Partners

If needed to deliver services, including:

• Attorneys

• Financial advisors

• Accountants

• Estate planning professionals

We only share information with your authorization.

C. Legal or Regulatory Requirements

We may disclose information:

• When required by law

• To comply with IRS, state tax authorities, or court orders

• To prevent fraud, financial crimes, or unauthorized use of our services

4. Data Security

We implement industry-standard administrative, technical, and physical safeguards to protect your personal information, including:

• Encryption of data in transit and at rest

• Secure client portals and document vaults

• Multi-factor authentication for internal systems

• Limited access on a need-to-know basis

Although no system is 100% secure, we take all reasonable measures to protect your information.

5. Data Retention

We retain personal information only as long as:

• Required by law or regulation

• Necessary to perform the services you have requested

• Needed to maintain accurate business and tax records

When information is no longer required, we securely delete or anonymize it.

6. Your Rights and Choices

Depending on applicable law, you may have the right to:

• Access the personal information we hold

• Request corrections or updates

• Request deletion (where applicable)

• Restrict or object to certain processing

• Opt out of marketing communications

To exercise these rights, contact us at:

[email protected]

7. Cookies and Tracking Technologies

We may use:

• Cookies

• Web beacons

• Analytics tools (e.g., Google Analytics)

These help us understand how visitors use our site and improve user experience.

You may disable cookies in your browser settings, though some features may not function properly.

8. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the privacy or security practices of those websites. We encourage you to review their policies before providing any information.

9. Children’s Privacy

Our services are not intended for children under 18.

We do not knowingly collect personal information from children. If we become aware of such data, we will delete it promptly.

10. Changes to This Privacy Policy

We may update this policy periodically.

Revisions will be posted on this page with the updated “Last Updated” date.

11. Contact Us

For questions about this Privacy Policy or your personal information, contact:

Trade Growth Advisors

Email: [email protected]

Phone: 513-679-2100

Address: