Privacy Policy

Effective Date: August 7, 2025

Fisher Financial Services ("Company," "we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or otherwise engage with our services.

By accessing this website or submitting any personal information to us, you acknowledge and agree to the terms of this Privacy Policy.

1. Information We Collect

We collect the following categories of personal information directly from you when you voluntarily submit it through forms, quote requests, or other interactive features on our website:

  • Full Name

  • Email Address

  • Phone Number

  • Zip Code

  • Residential Address (if applicable)

  • Date of Birth (if provided)

  • Vehicle, Property, or Insurance Information

  • Other details relevant to insurance underwriting or coverage

We may also collect usage data through standard web tracking technologies such as cookies, server logs, and analytics tools.

2. Purpose of Collection

The information we collect is used solely for the legitimate business purpose of providing and servicing insurance and financial products in accordance with state and federal laws. This includes but is not limited to:

  • Responding to inquiries or requests for insurance quotes

  • Assessing eligibility for insurance coverage

  • Underwriting, quoting, and issuing policies

  • Managing customer relationships

  • Complying with legal or regulatory obligations

  • Preventing fraud or other unauthorized activity

  • Improving our website and marketing effectiveness

We may contact you using the information you provided via email, phone, or text for follow-up purposes, including marketing of related insurance services, unless you opt out.

3. Disclosure of Information

We do not sell or rent your personal information to any third parties.

We may disclose your information to the following entities, solely for the purposes described above:

  • Licensed insurance carriers and intermediaries for underwriting and quoting

  • Third-party service providers who assist in operating our website, IT systems, or CRM tools

  • Legal and regulatory authorities when required by law or in connection with legal claims

  • Successors or affiliates in the event of a business acquisition or transfer

All third-party recipients are contractually bound to maintain the confidentiality and integrity of your data and to use it only for specified purposes.

4. Data Retention

We retain personal data only as long as necessary to fulfill the purposes for which it was collected, to comply with legal or regulatory obligations, or to defend against potential claims.

5. Data Security

We implement appropriate administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, alteration, or destruction. However, no data transmission over the internet or storage system can be guaranteed as 100% secure.

6. Your Rights and Choices

You may have the following rights, subject to applicable state and federal laws:

  • Access: Request a copy of the personal data we hold about you

  • Correction: Request correction of inaccurate or incomplete data

  • Deletion: Request that we delete your data, subject to retention laws

  • Restriction: Request that we limit the processing of your data

  • Opt-Out: You may opt out of receiving future marketing communications by following unsubscribe instructions or contacting us directly

To exercise your rights, contact us at the information listed below.

7. Cookies and Tracking Technologies

Our website may use cookies and similar technologies to enhance user experience, analyze traffic, and personalize content. You can manage your cookie preferences through your browser settings. Disabling cookies may limit functionality on certain parts of our website.

8. Children’s Privacy

Our services are not intended for children under the age of 13. We do not knowingly collect personal information from minors. If we discover that we have received information from a child without parental consent, we will delete it immediately.

9. Third-Party Links

This website may contain links to external websites or services that are not operated by Fisher Financial Services. We are not responsible for the privacy practices or content of such third-party sites.

10. Changes to This Policy

We reserve the right to update or revise this Privacy Policy at any time. Any changes will be posted on this page with an updated "Effective Date." Your continued use of our website or services after such changes constitutes your acceptance of the revised policy.

11. Contact Us

If you have questions, concerns, or wish to exercise your privacy rights, please contact: