Privacy Policy

Your financial and personal privacy is very important to Sentry Advisors, LLC. We are dedicated to maintaining the confidentiality of your personal information, while still being able to provide you with the quality audit, advisory, and education services. We describe below the way that we handle your personal information in keeping with the professional standards of confidentiality of our profession.

Accessibility

If you are unable to access this Privacy Policy due to a disability or any physical or mental impairment, please contact us at info@sentryadvisory.com and we will arrange to supply you with the information you need in an alternative format that you can access.

Sources of Nonpublic Personal Information We Collect

We collect nonpublic personal information about you that is provided to us by you directly or indirectly:

  • In writing via regular mail, email, or over the Internet.
  • Verbally via telephone or meetings.
  • From third parties, with your authorization.
  • From transactions with us.

Parties to Whom We Disclose Information

We do not disclose any nonpublic personal information obtained in the course performing our services except as required or permitted by law.

Permitted disclosure of your nonpublic personal information is restricted to employees and other parties who need access to that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared and that they are bound either by our professional standards of confidentiality or nondisclosure agreements where applicable.

Protecting the Confidentiality and Security of Nonpublic Information

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. To guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

Your privacy and the ability to provide you with quality audit, advisory, and education services are very important to us. Please contact us at info@sentryadvisory.com if you have any questions or concerns about the confidentiality of your information.

Cookies

Cookies are small text files that are sent by the website to your browser and then stored by your browser on your computer. Information collected via cookies is used for statistical reporting. If you are a repeat visitor to our website or have completed a form, cookies may enable the website to improve your experience.

You can manage the cookie settings of your browser. In addition, most advertising networks offer you a way to opt out of targeted advertising.

How long we retain your data

If you leave a comment, the comment and its metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue.

For users that register on our website, we also store the personal information they provide in their user profile. All users can see, edit, or delete their personal information at any time. Website administrators can also see and edit that information.

What rights you have over your data

If you have an account on this site, or have left comments, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.

Questions?

If you have any questions about our privacy policy, please contact us at info@sentryadvisory.com.

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