Privacy Policy

When you use this website, we may collect information you provide directly, including your name, phone number, email address, preferred appointment date and time, and any message or additional information you submit through our contact and appointment request forms.

We may also collect limited technical information automatically, such as your browser type, device type, and general usage patterns on this site, for the purposes described below.

We use the information you provide to respond to your inquiry, schedule and confirm appointments, and provide the tax, business, insurance, or mortgage services you request.

We do not sell your personal information.

If you contact us regarding mortgage loan origination services, information you provide may be shared with C2 Financial Corporation (NMLS #135622), the mortgage brokerage through which Jose Gonzalez (NMLS #2253898) originates mortgage loans, for the purpose of evaluating and processing your loan inquiry.

We do not share your information with other third parties except as necessary to provide the services you request, to comply with the law, or to protect our legal rights.

We use third-party service providers to help operate this website and support our business, including providers for website hosting, form submission and processing, email delivery, appointment scheduling, and website analytics.

These service providers may process personal information on our behalf solely to provide these services to us, and are not authorized to use your information for their own independent purposes.

We retain information submitted through this site for as long as reasonably necessary to respond to your inquiry, provide requested services, and comply with applicable recordkeeping, tax, and financial services regulations.

This site may use cookies or similar technologies to support basic site functionality and to understand how visitors use the site. Any analytics used are configured to avoid collecting information that directly identifies you where possible.

To the extent applicable, if you are a California resident, the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), gives you the right to know what personal information we collect about you, request deletion of your personal information, correct inaccurate personal information, and opt out of the sale or sharing of personal information — though we do not sell or share personal information as defined under CCPA/CPRA.

To exercise any of these rights, contact us using the information below. We will not discriminate against you for exercising your privacy rights.

If you have questions about this privacy policy or would like to make a privacy-related request, contact Neza Financial Group using the information on our Contact page.