Privacy Policy

Information we collect

We collect information you submit directly through contact forms or the chat assistant: full name, email address, phone number, company name, and estimated monthly invoice volume. The chat assistant processes the text of your conversation to generate responses.

We also collect standard server logs (IP address, browser type, pages visited, referral source) through our hosting infrastructure.

How we use it

Contact information is used to respond to inquiries and assess whether the firm can be useful to your business. We do not use it for unsolicited marketing campaigns. Conversation data from the chat assistant is used to generate responses in real time and is forwarded to the firm's team for follow-up.

Third-party processors

We use the following services to operate this site:

• Anthropic — powers the chat assistant. Conversations are transmitted to Anthropic's API for processing.
• Resend — delivers email notifications to the firm when a form or chat lead is submitted.
• Supabase — stores submitted contact information in a secure database.
• Vercel — hosts and serves the website.
• Google Analytics — collects anonymized usage data if enabled. You can opt out via browser settings or Google's opt-out tool.

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

Data retention

Contact records are retained for as long as necessary to manage the business relationship or as required by applicable law. You may request deletion by contacting us at the address below.

Your rights

You may request access to, correction of, or deletion of your personal information at any time. To do so, contact us at M.Garcia@Primeadvisorinc.com or call 323-434-5353.

Changes to this policy

We may update this policy periodically. Material changes will be reflected in the effective date at the top of this page.

Contact

Prime Advisor Inc.
Montebello, CA
M.Garcia@Primeadvisorinc.com
323-434-5353