Privacy Policy

This Privacy Policy describes how your personal information is collected, used, and shared when you visit or leave a comment at (the “Site”).

We do not use any cookies, tracking logs or web beacons (electronic files used to record information) on this site or any site Saltmarsh, Cleaveland & Gund owns other than Google Analytics.

Information you provide directly to us:

We may ask you to provide your personal information like name, email, address, and phone number when registering for a seminar or email newsletters. This information is not bartered or sold to any person or company.

Information collected using technology:

When submitting information to the Site (signing up for a seminar or email newsletter) we automatically collect IP information from your device for the sole purpose of screening for potential risk and fraud.

We also use Google Analytics to help us understand how our customers use the Site—you can read more about how Google uses your Personal Information here: You can also opt-out of Google Analytics here:

Data Retention

When you leave a comment on the Site, or sign up to receive our email newsletter, we will maintain your Personal Information for our records unless and until you ask us to delete this information.


We may update this privacy policy from time to time in order to reflect, for example, changes to our practices or for other operational, legal or regulatory reasons.

Contact us

If you have questions about this privacy policy, please contact us.

We know financial institutions.

Saltmarsh is a unique firm with an established reputation for building solid relationships through sound advice. By combining personal attention with a diversity of services and expertise, the firm has grown to one of the largest CPA-led business advisory firms in the Southeastern United States.

We have been providing auditing, tax and consulting services to a wide range of financial institutions since 1944 – making it the firm’s largest specialty practice and industry of focus. We currently serve over a hundred financial institutions ranging in size from small single location institutions to larger multi-billion-dollar institutions. As industry specialists, we know the financial, operational and regulatory challenges you face. We also know the solutions you need.

Our Financial Institution Advisory Group includes an experienced team of shareholders and consultants with a passion for serving financial institutions and expertise that has established them as thought-leaders in the industry. We take pride in building long-lasting relationships with our clients.

The Credit Union Advisors - a Division of Saltmarsh, Cleaveland & Gund - Certified Public Accountants And Consultants
Phone: 800.477.7458 ° Email: thecreditunionadvisors@saltmarshcpa.comPrivacy Policy
(c) 2024 Saltmarsh, Cleaveland & Gund

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