Legal
Privacy Policy
Your privacy matters to us. Learn how Pry Financial collects, uses, and safeguards your personal information.
Last updated: March 2026
Pry Financial (“we,” “us,” or “our”) is committed to protecting the privacy of our clients, prospective clients, and visitors to our website. This Privacy Policy describes how we collect, use, disclose, and safeguard your personal information when you visit our website or engage our financial planning, retirement, and insurance services. By using our services, you consent to the practices described in this policy.
Pry Financial serves educators and their families across Pennsylvania, Ohio, Virginia, Maryland, Florida, and North Carolina. We understand the trust you place in us and take our responsibility to protect your information seriously.
Section 1
Information We Collect
We may collect the following categories of personal information in the course of providing our services:
- Personal Identifiers: Name, address, phone number, email address, date of birth, and Social Security number when required for financial planning or insurance applications.
- Financial Information: Income, assets, liabilities, tax information, employment details, retirement account information, and insurance coverage details.
- Employment Information: Employer name, position, years of service, pension details, and educator-specific benefit information.
- Website Usage Data: IP address, browser type, operating system, pages visited, time spent on pages, and referring website addresses.
- Communication Records: Records of your correspondence with us, including emails, phone calls, and form submissions.
Section 2
How We Use Your Information
We use the personal information we collect for the following purposes:
- To provide personalized financial planning, retirement, and insurance services tailored to educators and their families.
- To process applications for insurance products, retirement accounts, and other financial services.
- To communicate with you about your accounts, policy updates, and service-related matters.
- To comply with legal and regulatory obligations in all states where we are licensed.
- To improve our website, services, and client experience.
- To send relevant educational resources and financial insights when you have opted in to receive them.
Section 3
Information Sharing
We do not sell your personal information to third parties. We may share your information only in the following limited circumstances:
- Service Providers: With trusted third-party partners who assist us in delivering financial and insurance services, such as insurance carriers, custodians, and broker-dealers, subject to strict confidentiality agreements.
- Legal Compliance: When required by law, regulation, legal process, or enforceable governmental request.
- With Your Consent: When you have provided explicit written authorization to share your information with a designated third party.
- Business Transfers: In connection with a merger, acquisition, or sale of assets, provided the receiving party agrees to protect your information consistent with this policy.
Section 4
Data Security
We implement industry-standard administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, disclosure, alteration, or destruction. These measures include encrypted data transmission, secure storage systems, access controls, and regular security assessments.
While we strive to protect your information, no method of electronic transmission or storage is completely secure. We encourage you to take steps to protect your personal information as well, such as using strong passwords and safeguarding your login credentials.
Section 5
Your Rights
Depending on your state of residence, you may have the following rights regarding your personal information:
- The right to access the personal information we hold about you.
- The right to request correction of inaccurate or incomplete information.
- The right to request deletion of your personal information, subject to legal and regulatory retention requirements.
- The right to opt out of marketing communications at any time.
- The right to file a complaint with the appropriate regulatory authority in your state.
To exercise any of these rights, please contact George Pry directly using the information provided below.
Section 6
Cookies & Tracking Technologies
Our website may use cookies and similar tracking technologies to enhance your browsing experience, analyze site traffic, and understand how visitors interact with our content. Cookies are small data files stored on your device when you visit our website.
We may use the following types of cookies:
- Essential Cookies: Required for basic site functionality, such as page navigation and access to secure areas.
- Analytics Cookies: Help us understand how visitors use our site so we can improve content and performance.
- Preference Cookies: Remember your settings and choices for a more personalized experience.
You can manage or disable cookies through your browser settings. Please note that disabling certain cookies may affect the functionality of our website.
Section 7
Contact Information
If you have any questions or concerns about this Privacy Policy or our data practices, please contact us:
Section 8
Updates to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, services, or applicable laws and regulations. When we make material changes, we will update the “Last updated” date at the top of this page. We encourage you to review this policy periodically to stay informed about how we protect your information.
Your continued use of our website and services after any changes to this Privacy Policy constitutes your acceptance of the updated terms.
Questions About Your Privacy?
George Pry is here to address any questions or concerns you may have about how we handle your information.
Get in Touch