Privacy Policy
Effective date: November 11, 2026
Summit Advisory is the business name of Snyder Advisory Group LLC, a Texas company ("we," "us"). This policy explains what we collect and how we use it.
What we collect
- What you give us: your name, phone number, email, business name, what your business does, and details about your books when you message us (including through Facebook or Instagram ads and Messenger), book a call, fill out a form, or email us.
- Basic website data, like pages visited and device type, if our hosting or analytics tools collect it.
How we use it
- To reply to you, set up calls, quote and provide our services, and send messages about the work you asked for.
- We do not sell or rent your personal information.
Who we share it with
- Service providers that help us run the business, such as Meta (Facebook, Instagram and Messenger), Google (email and calendar), and our scheduling, hosting and accounting software providers. They only get what they need to do that job.
- When the law requires it.
Messages through Meta
If you contact us through a Facebook or Instagram ad or Messenger, Meta's privacy policy also applies to what you share on its platforms.
How long we keep it
As long as we need it for the reasons above, or as long as the law requires.
Your choices
You can ask us to see, correct or delete your information, or to stop contacting you, at any time through our contact page.
Security
We use reasonable safeguards to protect your information. No method is 100% secure.
Children
Our services are for businesses and adults. We do not knowingly collect information from anyone under 18.
Changes
If we update this policy, we will change the effective date above.