Last updated: February 2026
Information We Collect
We collect information you provide directly to us, such as your name, email address, and phone number when you fill out our contact form or communicate with us.
How We Use Your Information
We use the information we collect to respond to your inquiries, provide our services, and communicate with you about our firm.
Information Sharing
We do not sell, trade, or share your personal information with third parties. Your information is kept strictly confidential in accordance with professional accounting standards.
Cookies
Our website may use cookies to improve your browsing experience. You can disable cookies in your browser settings at any time.
Data Security
We take reasonable measures to protect your personal information from unauthorized access or disclosure.
Third-Party Links
Our website may contain links to third-party sites. We are not responsible for the privacy practices of those sites.
Contact Us
If you have questions about this privacy policy, please contact us at:
Synergy Financial Services
6010 Executive Blvd, Suite 501N
Rockville, MD 20852
Changes to This Policy
We may update this policy from time to time. Changes will be posted on this page with an updated date.
