Privacy Policy

Privacy at a Glance

We only collect the information needed to communicate with you and provide bookkeeping services—nothing more.

• We use your information to respond to inquiries, manage services, and keep accurate records

• We do not sell or share your personal information for advertising

• We use secure systems and reasonable safeguards to protect your data

• We only share information with trusted tools we use to run our business (like email or bookkeeping software)

• You can request access, updates, or deletion of your information at any time

If you have any questions, feel free to contact us at Jillene@Stillwaterandpine.com

For full details, please review our full Privacy Policy below.

Full Privacy Policy

Privacy Policy
Effective Date: 4/26/2026

Stillwater & Pine Financial, LLC (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide through our website and services.

This Privacy Policy explains how we collect, use, and safeguard your information in accordance with applicable U.S. federal and Massachusetts data protection standards.

1. Information We Collect

We collect only the information necessary to operate our business and provide services.

Information you provide directly

• Name

• Email address

• Phone number

• Business or financial information you choose to share

• Information submitted through contact forms, scheduling tools, or email

• We use secure, cloud-based systems and third-party software to operate our business and deliver services. This may include bookkeeping platforms, communication tools, document storage systems, and scheduling software. Information you provide may be transmitted and stored electronically as part of these services. 

Information collected automatically

• IP address

• Browser and device information

• Pages visited and general website usage data

We do not collect or store payment card information through this website.

2. How We Use Your Information

We use your information to:

• Respond to inquiries and communicate with you

• Provide bookkeeping services

• Schedule and manage consultations

• Maintain accurate business records

• Improve website functionality and performance

• Comply with legal and regulatory obligations

We do not sell or rent your personal information.

3. Sharing of Information

We may share your information only as necessary to operate our business, including with:

• Bookkeeping and financial software providers

• Email and communication platforms

• Scheduling or client management tools

We may also disclose information if required by law.

All third-party providers are expected to maintain appropriate data security standards.

4. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information, including:

• Limiting access to authorized individuals

• Using secure systems and password protection

• Maintaining up-to-date software and security practices

• Secure handling and storage of sensitive information

These measures are designed to align with applicable data security standards, including Massachusetts Data Security Regulation 201 CMR 17.00.

Our security measures apply to both local and cloud-based systems used to store and process client information. 

5. Data Retention

We retain personal information only as long as necessary to:

• Provide services

• Maintain required business and financial records

• Comply with legal, tax, and regulatory obligations

6. Cookies and Analytics

Our website may use cookies or similar technologies to:

• Improve user experience

• Understand website usage

• Support basic analytics

You may adjust your browser settings to disable cookies if preferred.

7. Your Rights

Depending on your location, you may have the right to:

• Request access to your personal information

• Request correction of inaccurate information

• Request deletion of your information (subject to legal requirements)

• Opt out of future communications

To exercise any of these rights, please contact us using the information below.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices or content.

9. Children’s Privacy

Our services are not intended for individuals under 18. We do not knowingly collect personal information from children.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.

11. Contact

If you have any questions about this Privacy Policy or how your information is handled, you may contact us at:

Stillwater & Pine Financial, LLC
Email: Jillene@Stillwaterandpine.com