Privacy Policy
Privacy Policy
Effective Date: December 16, 2024
Koch Financial Services ("we," "our," or "us") respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy explains how we collect, use, and protect your information, as well as your rights regarding your data.
1. Information We Collect
We may collect the following types of personal information when you interact with us, including but not limited to:
Name
Contact information (phone number, email address, mailing address)
Financial and demographic information you voluntarily provide
2. How We Use Your Information
By submitting your personal information to us, you are opting in to receive communications from us via phone, text, or email. Specifically, we use your information to:
Respond to inquiries and provide information about our services.
Schedule consultations, meetings, and follow-ups.
Deliver relevant educational materials, updates, and promotional content.
Comply with legal or regulatory obligations.
3. Consent to Contact
By providing your contact information, you expressly consent to:
Receiving calls, texts, and emails from us related to our financial advisory services, even if your number is on a Do Not Call registry.
Automated or pre-recorded messages as part of our communications. (Standard carrier rates may apply.)
You can opt out of receiving communications at any time by following the opt-out instructions provided in our messages or by contacting us directly.
4. Sharing of Information
We value your privacy and do not sell, rent, or share your personal information with third-party organizations for their marketing purposes. We may share your information only in the following limited circumstances:
With service providers or vendors who perform functions on our behalf, such as data storage or marketing services, under strict confidentiality agreements.
If required by law, regulation, or legal process.
To protect the rights, property, or safety of our company, clients, or others.
5. Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, or disclosure. However, no data transmission or storage system can be guaranteed to be completely secure. Please contact us immediately if you believe your data has been compromised.
6. Your Rights and Choices
You have the following rights regarding your personal information:
Access and Correction: You may request access to the personal information we hold about you and request corrections if it is inaccurate or incomplete.
Opt-Out: You may opt out of receiving promotional communications by following the instructions provided in our messages or contacting us directly.
Data Deletion: You may request the deletion of your personal information, subject to legal and regulatory retention requirements.
To exercise your rights, contact us at 727-526-6859.
7. Third-Party Links
Our website or communications may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites. Please review their privacy policies before providing any personal information.
8. Updates to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. The "Effective Date" at the top of this page indicates the last update. Please review this page periodically for any changes.
9. Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at:
Koch Financial Services
11300 4th St N Ste 100
St. Petersburg, FL 33716
727-526-6859
info@kochfinancialservices.com