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GlenOak Senior Advisors — Privacy Policy

Effective date: February 9, 2026

1) Who we are and how the Service works

GlenOak Senior Advisors (“GlenOak,” “we,” “us,” or “our”) provides an online experience where visitors complete a short online intake form (available at /intake) to receive a senior-care guidance report based on the information they choose to provide.

If—and only if—you request it, we may also share your inquiry with one independent local senior-care advisor in your city so that advisor may follow up with you directly.

We do not:

  • Operate a chatbot or live phone concierge

  • Share your information with multiple advisors in the same city

  • Share your information directly with senior living facilities

  • Provide medical, legal, or financial advice

  • Host public user reviews or forums

By using our site or submitting information, you agree to this Privacy Policy. If you do not agree, please do not use the Service.

2) Information we collect

a) Information you provide

Information is collected through our online intake form and any related communications you initiate with us.

Contact & identifiers

  • First and last name

  • Email address

  • Phone number

  • City and/or ZIP code

Care context (optional)

  • Timeframe

  • Budget range

  • Payment method

  • Activities of daily living (ADLs)

  • Mobility or cognitive considerations

  • Special needs

  • Free-text notes you choose to provide

Resident details (optional)

  • If you are searching on behalf of another person

You control which fields you submit. Some basic information (such as city and email) is required to generate and deliver your report.

b) Information collected automatically

When you visit our site, we may automatically collect:

  • IP address

  • Device, browser, and operating system information

  • Pages viewed and timestamps

  • Referring URLs

  • Approximate location inferred from IP (city/region level)

c) Information from third parties

  • Analytics and attribution providers may provide aggregated or pseudonymous data about site usage and campaign performance.

  • Local advisors we share your inquiry with may provide limited status updates (e.g., whether contact was successful).

We do not buy consumer data, scrape social media profiles, or append third-party demographic dossiers.

3) How we use information

We use personal information to:

  • Provide the Service
    Generate your senior-care guidance report based on your intake responses and deliver it to you.

  • Connect you at your direction
    If you request a connection, share your inquiry with one independent local senior-care advisor in your city so they may contact you.

  • Communicate with you
    Send your report, respond to your requests, and provide service-related notices.

  • Improve and protect the Service
    Analytics, quality assurance, debugging, fraud prevention, and product improvement.

  • Legal and compliance purposes
    Enforce our terms, comply with applicable laws, and protect rights, safety, and security.

  • De-identified or aggregated data
    We may create or use de-identified or aggregated data for analytics and improvement. We do not attempt to re-identify it.

4) How we share information

We share personal information only as described below:

a) Local advisor you request

If you ask us to connect you, we may share your contact details and care context with one independent local senior-care advisor in your city so they may contact you by phone, text, or email.

This disclosure is made at your direction to facilitate your request and is not a sale of personal information under applicable state privacy laws.

b) Service providers

We share information with trusted vendors who help us operate the Service (e.g., hosting, email delivery, analytics, security). These providers:

  • Act as service providers/processors

  • May use information only to perform services for us

  • Are contractually prohibited from using information for their own marketing or to train generalized AI models

c) Legal and business transfers

We may disclose information to comply with law, respond to lawful requests, protect rights and safety, or as part of a merger, acquisition, financing, or sale of assets.

d) De-identified or aggregated data

We may share de-identified or aggregated data for analytics or business purposes.

5) Cookies and similar technologies

We use cookies and similar technologies to:

  • Remember preferences

  • Measure site performance

  • Understand which pages are helpful

You can control cookies through your browser settings. Some features may not function properly without cookies.

We honor recognized Global Privacy Control (GPC) signals where required by law.

6) Interest-based advertising

We may work with advertising partners to measure and improve our marketing. We do not provide personal information to advertisers for their independent use.

You can opt out of interest-based advertising via:

  • Your browser or device settings

  • Industry tools such as aboutads.info/choices

7) Your privacy rights and choices

Depending on your state of residence (including CA, CO, VA, and CT), you may have the right to:

  • Access your personal information

  • Correct inaccuracies

  • Request deletion

  • Obtain a copy of your data

  • Opt out of certain processing

  • Appeal our decision on a request (where required by law)

Do Not Sell or Share (California and similar laws)

GlenOak does not sell personal information in the traditional sense. If your state grants “Do Not Sell or Share” rights, you may exercise them by:

Opting out of connections

If you no longer want us to share your inquiry with a local advisor, contact us promptly at [email protected].
Information already shared must be managed directly with that advisor.

Authorized agents

You may designate an authorized agent to exercise your rights where permitted by law. We may require verification of your identity and the agent’s authority.

We do not discriminate against users for exercising privacy rights.

8) Children

Our Service is intended for adults 18 and older. We do not knowingly collect information from minors. If we learn we have done so, we will delete it.

9) Health and care-related data notice

We are not a healthcare provider or HIPAA-covered entity.

Some information you provide may relate to health or care needs. We use that information only to:

  • Generate your guidance report

  • Share your inquiry with a local advisor at your request

Residents of certain states (including Washington and Nevada) may have additional rights related to consumer health data. Contact us to exercise those rights.

10) Data security and retention

We use reasonable administrative, technical, and organizational safeguards to protect information.

We retain information collected through the intake form and related communications only as long as necessary to provide the Service, comply with legal obligations, resolve disputes, and enforce agreements.

11) International users

The Service is intended for use in the United States. If you access it from outside the U.S., you consent to processing in the United States.

12) Changes to this policy

We may update this Privacy Policy from time to time. We will revise the effective date and provide additional notice where required.

13) Contact us

GlenOak Senior Advisors
Email: [email protected]
Address: 4938 Hampden Ln., #552, Bethesda, MD 20814
Privacy requests: https://glenoakadvisors.com/privacy/