PRIVACY POLICY

ConsultX Financial
Effective Date: 18-02-2026

1. Information We Collect

ConsultX Financial may collect the following information when you interact with our website, forms, or services:

Full name

Email address

Phone number

Mailing address

Financial and insurance-related information voluntarily provided

Technical data (IP address, browser type, cookies, device information)

2. How We Use Your Information

We use collected information to:

Provide financial and insurance consultation services

Respond to inquiries and schedule appointments

Send service updates and reminders

Deliver promotional and marketing communications (if opted in)

Improve website functionality and user experience

Comply with legal and regulatory obligations

3. SMS Communication

By providing your phone number and opting in through our forms, you consent to receive SMS/text messages from ConsultX Financial related to services, inquiries, and promotions. Message frequency may vary. Message & data rates may apply. You may opt out anytime by replying “STOP” or request help by replying “HELP”.

Appointment confirmations and reminders

Service-related notifications

Account updates

Promotional offers (if separately opted in)

Message frequency may vary.
Message & data rates may apply.
You may opt out at any time by replying “STOP”.
For assistance, reply “HELP” or contact us at:

📧 [email protected]
📞 +1 437-475-0089

We do not send SMS messages without user consent.

4. SMS Opt-In & Data Sharing Statement

Mobile information will not be shared, sold, rented, or disclosed to third parties or affiliates for marketing or promotional purposes.

All opt-in data and consent records are securely stored and retained for compliance purposes.

5. Cookies & Tracking Technologies

Our website may use cookies and similar technologies to:

Analyze traffic and usage

Improve user experience

Store preferences

You may disable cookies through your browser settings.

6. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information against unauthorized access, disclosure, or misuse.

7. User Rights

You may:

Request access to your data

Request correction of inaccurate data

Request deletion of your personal information

Withdraw SMS consent at any time

To exercise your rights, contact us at [email protected].

8. Third-Party Services

We may use secure third-party service providers (such as CRM and SMS platforms) to operate our business. These providers are contractually obligated to safeguard your data.

9. Updates to This Policy

We may update this Privacy Policy periodically. Updates will be posted on this page with a revised effective date.