Privacy Policy
Privacy Policy
Last updated: October 15, 2026
Forest Financial (“we”, “us”) respects your privacy. This policy explains what information we collect through forest-financials.com and how we use it.
Information we collect
When you fill out our contact form or newsletter signup, we collect the information you give us, such as your name, email address, phone number, and message. If you upload a processing statement or other business documents through our contact form, we receive those too. We use them only to review your rates and prepare a quote, we do not sell them, and we ask that you do not upload full card numbers or Social Security numbers. Like most websites, we may also collect basic technical data such as browser type, pages visited, and IP address through cookies and similar tools.
How we use it
- To respond to your questions and requests
- To prepare statement reviews, quotes, and proposals
- To send updates if you subscribed, which you can stop at any time
- To operate and improve our website
Sharing
We do not sell your personal information. If you apply for processing or funding, we share the information needed for your application with our processing, funding, and equipment partners, such as Payroc, Square, and leasing providers, so they can evaluate and set up your account. We may also share information with service providers who help us run our business, or when required by law.
Security and retention
We use reasonable safeguards to protect your information and keep it only as long as needed for the purposes above or as the law requires. Please do not send full card numbers or passwords through the contact form or email.
Your choices
You can ask us to update or delete your information, or unsubscribe from emails, by contacting us at the address below.
Contact
Forest Financial
Devin@Forest-Financials.com
704-534-2729