Privacy Policy - Prestige Financial

Last Updated: April 16, 2026

This Privacy Policy explains how Prestige Financial, Inc. collects, uses, stores, shares, and protects information when you visit our website, submit a form, request a consultation, contactus, use our services, or interact with us online or oﬄine. This website is owned and operated by Prestige Financial, Inc.

By using this website, submitting information through any form, requesting a consultation, communicating with us, or using our services, you agree to the terms of this Privacy Policy.

1. Information We Collect

Prestige Financial, Inc. may collect personal, business, financial, credit-related, tax-related, debt-related, contact, and technical information that you voluntarily provide to us or that is automatically collected when you use our website.

The information we may collect includes your name, business name, email address, phone number, mailing address, business address, state of residence or business location, businesentity type, EIN status, industry type, business website, business revenue information, time in business, funding needs, requested funding amount, business credit information, personal credit range or estimated credit score if voluntarily provided, tax or bookkeeping-related information if voluntarily provided, debt-related information if voluntarily provided, uploaded documents or files if applicable, form responses, consultation requests, communication history with Prestige Financial, Inc., IP address, browser type, device information, website usage data, cookies, tracking information, and any other information you choose to provide to us.

We only collect information that is reasonably necessary to provide our services, respond to inquiries, improve our website, communicate with clients, process requests, and operate our business.

2. How We Collect Information

Prestige Financial, Inc. may collect information when you visit our website, complete a contact form, complete a business funding review form, complete a business credit review form, request a consultation, contact us by phone, email, text message, online chat, website form, or social media, subscribe to updates or marketing communications, upload or provide documents, use our client portal or third-party tools, interact with our advertisements, socialmedia pages, or online profiles, or work with us for business funding consultation, business credit setup, business registration, tax preparation, bookkeeping, debt resolution, business consulting, or related services.

We may also receive information from third-party service providers, referral partners, aﬃliate partners, lenders, vendors, credit tools, software platforms, payment processors, client portals, government agencies, or business service providers when necessary to provide, process, support, or improve our services.

3. How We Use Your Information

Prestige Financial, Inc. may use the information we collect to respond to inquiries, schedule consultations, provide business consulting services, provide business funding consultation and funding readiness support, provide business credit setup guidance and fundability review, provide business registration support, provide tax preparation and bookkeeping support, provide debt resolution consultation or related support, review client eligibility or service fit, prepare documents, organize client information, communicate with clients by phone, email, text message, mail, online chat, or client portal, send service updates, reminders, requested information, marketing or promotional communications where permitted, connect clients with third-party lenders, funding companies, vendors, credit tools, software providers, aﬃliate partners, or service providers when appropriate, process payments, improve our website, services, forms, systems, marketing, and client experience, maintain internal records, detect and prevent fraud, unauthorized activity, security issues, or misuse, comply with legal, regulatory, tax, accounting, and business obligations, and enforce our Terms & Conditions,

Disclaimer, agreements, invoices, or other service terms.

4. Business Funding, Business Credit, Tax, Bookkeeping, and Debt-Related Information

Because Prestige Financial, Inc. provides services related to business funding consultation, business credit setup, business registration, tax preparation, bookkeeping, debt resolution, and business consulting, we may collect information that is more detailed than a standard website contact form.

This may include business revenue, bank statement details, business bank account information, business registration details, business credit information, personal credit range or credit-related information if voluntarily provided, tax-related documents, bookkeeping records, debt information, creditor information, lender information, vendor information, business documents, ownership information, or other documents you voluntarily provide.

We use this information only for business purposes related to your inquiry, requested service, consultation, document preparation, referral, client support, compliance, recordkeeping, or service delivery.

Please do not submit sensitive information unless it is necessary for the service you are

requesting.

5. How We Share Information

Prestige Financial, Inc. does not sell personal information in the traditional sense of exchanging personal information for money. However, we may share information with trusted third parties when necessary to provide services, operate our business, process client requests, complete filings, process payments, communicate with clients, or connect clients with relevant service providers.

We may share information with lenders, funding companies, business credit platforms, vendor account providers, credit monitoring tools, aﬃliate or referral partners, tax and bookkeeping software providers, payment processors, client portal providers, CRM and email service providers, website hosting and analytics providers, document preparation platforms, e-signature providers, professional advisors such as accountants, attorneys, or compliance consultants, government agencies or filing oﬃces when required for business registration, tax, compliance, or filing services, and service providers that help us operate our website, forms, communications, technology, and business systems.

We may also disclose information when required by law, court order, subpoena, government request, regulatory requirement, legal process, tax or accounting obligation, or when necessary to protect our rights, clients, business, property, security, or legal interests.

6. Third-Party, Aﬃliate, and Referral Partners

Prestige Financial, Inc. may recommend, refer, or connect clients to third-party lenders, funding companies, business credit platforms, vendors, software providers, credit monitoring tools, tax tools, bookkeeping tools, payment processors, client portals, or other service providers.

If you choose to apply for, purchase, or use a third-party product or service, Prestige Financial, Inc. may receive referral fees, aﬃliate compensation, commissions, advertising compensation, or other compensation.

Third-party providers have their own privacy policies, terms, fees, approval criteria, security practices, and business practices. Prestige Financial, Inc. is not responsible for the privacy practices, data handling, security, pricing, approvals, decisions, credit reporting, funding decisions, or services of third-party providers. You should review the privacy policy and terms of each third-party provider before submitting information or using their services.

7. Text Messages, Phone Calls, and Email Communications

By submitting a form, requesting a consultation, providing your contact information, or

communicating with Prestige Financial, Inc., you authorize Prestige Financial, Inc. and its

representatives, aﬃliates, service providers, or business partners to contact you by phone call,

text message, email, mail, or online communication regarding your inquiry, requested services,

account updates, appointments, documents, service reminders, and promotional oﬀers.

Message and data rates may apply. Consent to receive marketing communications is not a

condition of purchase.You may opt out of promotional text messages by replying STOP. You may opt out of

promotional emails by using the unsubscribe link included in the email or by contacting us at

legal@prestigefinancialinc.com.

Even if you opt out of marketing communications, Prestige Financial, Inc. may still contact you

regarding active services, transactions, appointments, legal notices, billing, account updates,

document requests, or service-related matters.

8. Cookies and Tracking Technologies

Our website may use cookies, pixels, analytics tools, advertising tools, and similar tracking technologies to improve website performance, understand visitor behavior, measure marketing eﬀectiveness, personalize user experience, and improve our services.

These technologies may collect information such as IP address, browser type, device type, operating system, pages visited, time spent on pages, referring website, click activity, general location information, form interaction data, and website usage activity.

We may use third-party analytics or advertising tools such as Google Analytics, Google Ads, Meta/Facebook Pixel, or similar tools if installed on the website. These third-party tools may collect information according to their own privacy policies.

You can usually control or disable cookies through your browser settings. However, disabling cookies may aﬀect how certain parts of the website function.

9. Data Security

Prestige Financial, Inc. uses reasonable administrative, technical, and physical safeguards designed to protect personal, business, financial, credit-related, tax-related, and service- related information from unauthorized access, loss, misuse, disclosure, alteration, or

destruction. However, no website, email system, internet transmission, phone communication, text message, online form, client portal, or electronic storage method is completely secure. We cannot guarantee absolute security of information transmitted to or stored by us.

You are responsible for using secure networks, protecting your own devices and passwords, and avoiding the submission of sensitive information through unsecured channels.

10. Data Retention

Prestige Financial, Inc. retains personal, business, service-related, and communication information for as long as reasonably necessary to provide services, respond to inquiries, maintain business records, comply with legal, tax, accounting, and regulatory obligations, resolve disputes, enforce agreements, prevent fraud or misuse, support internal business operations, and maintain documentation related to services provided.Retention periods may vary depending on the type of information, the service requested, legal requirements, contractual obligations, accounting requirements, tax requirements, and business needs.

11. Your Choices and Privacy Requests

You may request to update your contact information, correct inaccurate information, opt out of promotional emails, opt out of promotional text messages, request information about data we may have collected, or request deletion of certain information, subject to legal, regulatory, tax, accounting, contractual, service-related, and business recordkeeping requirements.

To make a privacy-related request, contact us at legal@prestigefinancialinc.com.

We may need to verify your identity before processing certain privacy requests. We may deny or limit requests when permitted or required by law, including when information must be retained for legal compliance, tax records, accounting records, dispute resolution, fraud prevention, security, service completion, or business recordkeeping.

12. California Privacy Notice

This section applies to California residents. Depending on applicable law and whether Prestige Financial, Inc. meets the legal thresholds under California privacy laws, California residents may have certain privacy rights regarding their personal information. These rights may include the right to know what categories of personal information we collect, know the sources of personal information, know the business or commercial purpose for collecting information, know the categories of third parties with whom information may be shared, request access to certain personal information, request correction of inaccurate personal information, request deletion of certain personal information, opt out of certain sharing or sale of personal information where applicable, limit the use or disclosure of sensitive personal information where applicable, and not be discriminated against for exercising privacy rights.

To exercise a California privacy right, please contact us at legal@prestigefinancialinc.com.

13. Categories of Personal Information We May Collect

In the past 12 months, Prestige Financial, Inc. may have collected categories of personal information such as identifiers, commercial information, business information, internet or electronic network activity, professional or business-related information, financial-related information voluntarily provided for funding, tax, bookkeeping, debt resolution, business registration, or business credit services, sensitive personal information voluntarily provided for requested services, and inferences or service notes based on information provided during consultations or client communications.

Examples may include name, email address, phone number, mailing address, business address, IP address, business contact information, services requested, consultations,transactions, service history, business name, entity type, EIN status, industry, revenue range, funding needs, business credit-related information, website usage, browser type, device information, business ownership, business history, business documents, tax documents, bookkeeping documents, debt-related documents, credit-related documents, and service notes.

We collect this information for the business and commercial purposes described in this Privacy Policy.

14. Do Not Sell or Share My Personal Information

Prestige Financial, Inc. does not sell personal information in the traditional sense of exchanging personal information for money. However, certain privacy laws may define “sell” or “share” broadly to include some types of data sharing, advertising, analytics, cookies, pixels, referral activity, or aﬃliate activity.

If applicable, California residents may request to opt out of the sale or sharing of their personal information by contacting us at legal@prestigefinancialinc.com.

If required by applicable law, Prestige Financial, Inc. will honor valid opt-out requests.

15. Sensitive Personal Information

Prestige Financial, Inc. may collect sensitive personal information only when voluntarily provided and reasonably necessary for requested services, such as tax preparation, bookkeeping, debt resolution, business funding consultation, business registration, business credit support, document preparation, payment processing, or compliance. Sensitive information may include financial account information, tax documents, credit-related information, debt-related information, identification documents, ownership information, government identification information, business financial documents, or other sensitive information necessary for a requested service.

We do not use sensitive personal information for purposes other than providing requested services, processing transactions, complying with legal obligations, preventing fraud, securing our systems, communicating with clients, maintaining records, or operating our business.

16. Children’s Privacy

Prestige Financial, Inc. does not knowingly collect personal information from children under the age of 13. Our website and services are intended for adults and business users. If we become aware that we have collected personal information from a child under 13 without proper consent, we will take reasonable steps to delete that information.

17. External Links

Our website may contain links to third-party websites, platforms, tools, lenders, vendors, software providers, or service providers. Prestige Financial, Inc. is not responsible for the privacy practices, content, security, terms, fees, approvals, decisions, or services of third-party websites or providers.

You should review the privacy policy and terms of any third-party website or provider before submitting information or using their services.

18. Payment Information

If Prestige Financial, Inc. accepts payments online, payment information may be processed by third-party payment processors. Prestige Financial, Inc. does not store full credit card numbers unless specifically stated or required for a particular transaction process. Payment processors have their own privacy policies, security practices, and terms of service.

You should review the payment processor’s policies before submitting payment information.

19. Client Portal and Third-Party Tools

Prestige Financial, Inc. may use third-party portals, CRM systems, forms, e-signature tools, accounting software, tax software, document storage systems, payment systems, email systems, text messaging systems, analytics tools, or communication platforms to manage client information and provide services.

By using these tools or submitting information through them, you understand that your information may be processed by third-party service providers that support our business operations.

20. Email and Document Submission

Email, online forms, and document uploads may not always be fully secure. You should avoid sending highly sensitive information unless it is necessary for the requested service and youare using the communication method provided or approved by Prestige Financial, Inc.

Prestige Financial, Inc. may use third-party tools to receive, organize, store, review, or process documents. By submitting documents to us, you authorize us to use those documents for the purpose of reviewing your inquiry, providing requested services, preparing documents, communicating with third parties when appropriate, and maintaining business records.

21. Changes to This Privacy Policy

Prestige Financial, Inc. may update this Privacy Policy at any time. Any updates will be posted on this page with a revised “Last Updated” date.Your continued use of this website after changes are posted means you accept the updated Privacy Policy.

22. Contact Information

If you have any questions about this Privacy Policy or would like to submit a privacy-related request, please contact:

Prestige Financial, Inc.

Website: prestigefinancialinc.com

Email: legal@prestigefinancialinc.com

Phone: (818) 514-0808

Address: 16501 Ventura Blvd #400, Encino, CA 91436