Privacy Policy
Effective Date: January 1, 2025
Introduction
At SBA Financials, your privacy is our priority. This Privacy Policy explains how we collect, use, and protect your information when you engage with our financial consulting services.
Information We Collect
- Name and contact information (phone, email, mailing address)
- Financial data needed for consulting services
- Business or personal objectives related to our services
How We Use Your Information
Your data is used exclusively to deliver financial consulting services, maintain communication, keep internal records, and satisfy regulatory requirements.
Data Sharing Policy
We do not sell, rent, or share your personal information with any third parties for marketing or commercial purposes. Information stays within the firm except when shared with essential service providers under confidentiality agreements.
Security Measures
We implement technical and organizational safeguards including encryption, secure servers, and access restrictions to protect your information.
Your Rights
You may request access to, corrections of, updates to, or deletion of your information at any time, subject to regulatory retention rules.
Cookies and Analytics
We use basic website analytics without advertising-focused tracking cookies or profiling.
Text Message Service Privacy
- No charges for messages; standard carrier rates may apply
- Messages are for person-to-person communication only
- Opt out at any time by replying STOP, QUIT, END, or UNSUBSCRIBE
- Information collected through text messaging is not sold or transferred for profit
Policy Updates
Changes to this policy will be posted on this page with an updated effective date.
Contact Us
If you have questions about this Privacy Policy, contact us at [email protected] or call (303) 268-8422.