Privacy Policy

(a) Information You Provide

We collect personal information you knowingly share with us, such as:

• Name, address, phone number, and email
• Business information
• Service and account preferences
• Payment information (for certain services)
• Information submitted via forms, registrations, surveys, or downloads

(b) Automatically Collected Information

When you interact with our website or emails, we may collect:

• Your IP address and general location
• Browser type, device type, and operating system
• Pages visited, referring website, and timestamps
• Cookies and tracking technologies to personalize your experience and analyze performance

You can manage cookie settings through your browser or opt out of interest-based advertising through the Digital Advertising Alliance.

Your information is used solely to:

• Establish and deliver our services
• Process transactions and manage billing
• Provide customer support
• Improve our website and communications
• Respond to inquiries and provide updates
• Ensure compliance and maintain service records
• We may occasionally send marketing or informational communications. You may opt out at any time.

Lee & Mason does not sell your personal data. We may share limited client data with trusted partners to enhance your experience, assist in delivering our services, or offer relevant programs. We will never disclose personal data to unaffiliated third parties without your consent, unless required by law.

We may contact you via email, phone, or other methods related to:

• Service updates
• Product offerings
• Account status
• Marketing or event information

We may track email engagement (such as open rates) to help improve future communications.

In order to provide an optimized user experience, we may collect technical details from your device, including:

• Device type and operating system
• Browser ID and MAC address
• Approximate geographic location (e.g., GPS, Wi-Fi)

We use monitoring software and security protocols to:

• Detect unauthorized access
• Maintain website availability
• Ensure optimal system performance

Our website may contain links to third-party sites. Lee & Mason is not responsible for their privacy practices. Please review the privacy policies of those sites before submitting personal information.

To opt out of automated tracking or targeted advertising:

• Visit www.leeandmason.com and use the opt-out links in the website footer
• Visit the DAA Opt-Out Portal