Last Updated: April 23, 2025
Thank you for visiting our website.
This Privacy Policy describes how websites operated by Charles P Taylor ("we," "us," or "our") collects, uses, and discloses information when you use our website located at
www.charlesptaylor.com (among others also operated by Charles P Taylor and TaylorTech Financial Platforms, LLC (the "Site") and the services provided through the Site (collectively, the "Services"). By accessing or using the Site and Services, you agree to the terms of this Privacy Policy.
We are committed to protecting your privacy and handling your personal information responsibly in accordance with applicable U.S. privacy laws, including the California Consumer Privacy Act (CCPA/CPRA), Virginia Consumer Data Protection Act (VCDPA), and other relevant regulations.
We may collect the following categories of personal information:
Full name
Email address
Phone number
Mailing address
Date of birth (DOB)
Payment information
IP address and device/browser data
We collect personal information through:
Online forms and calendar submissions on our website
Phone, email, and SMS communications
We collect your information for the following purposes:
To provide quotes or services requested by you.
To process payments.
To send relevant marketing and promotional communications (with your consent).
To perform website analytics and improve user experience.
To comply with applicable legal obligations.
To provide customer service and support
By providing your phone number, you may opt-in to receive:
Transactional messages (e.g., service reminders or confirmations)
Marketing messages (e.g., promotions or updates)
Consent is obtained via two separate checkboxes on our forms. Message frequency varies. Message and data rates may apply. You may opt out at any time by replying STOP to any text.
We do not sell or share your personal information for advertising purposes. We also do not share your information with affiliates or unrelated third parties. Your information is only shared with:
Authorized service providers (e.g., payment processors, email/SMS delivery platforms) as needed to deliver our services
All service providers are contractually bound to maintain the confidentiality and security of your data.
We use cookies and similar technologies to:
Enhance user experience
Conduct website analytics (e.g., Google Analytics)
Improve marketing effectiveness
You may adjust your browser settings to control or reject cookies.
We implement reasonable security measures including data encryption and password protections to safeguard your information.
Depending on your U.S. state of residence, you may have the right to:
Access the personal information we hold about you
Request correction or deletion of your data
Opt out of the sale or sharing of your personal data (where applicable)
Limit use of sensitive personal data
Appeal a denial of your request
To make a data-related request, please contact us at: Email:
We may need to verify your identity before fulfilling your request.
We may update this policy from time to time. Changes will be posted to this page with the updated revision date.
If you have any questions about this Privacy Policy or how we handle your personal data, please contact us at the email provided above.
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