Information We Collect
When you contact us, request information, schedule an appointment, or opt in to receive communications from us, we may collect: your name, phone number, email address, mailing address, and any information you voluntarily provide in forms, calls, or messages with our team.
How We Use Your Information
We use the information you provide to respond to your inquiries, schedule appointments, provide requested information about our products and services, and communicate with you about your account or request. We do not use your information for any purpose beyond what you've reasonably requested or consented to.
Text Messaging & Mobile Information
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
If you provide your phone number and opt in to receive text messages from MWFF, you may receive messages related to your inquiry, scheduled appointments, or requested information. Message and data rates may apply. Message frequency varies. You can opt out at any time by replying STOP to any message, and you can request help by replying HELP.
Information We Do Not Share
We do not sell, rent, or share your personal information — including your phone number and opt-in data — with third parties for their own marketing purposes. We may share information with service providers who help us operate our business (such as our CRM or scheduling platform), but only as necessary to provide our services to you, and never for those providers' independent marketing use.
Cookies & Website Data
Our website may use cookies and similar technologies to understand how visitors use our site and to improve your experience. You can control cookie preferences through your browser settings.
Data Retention
We retain your information for as long as necessary to provide our services and fulfill the purposes described in this policy, or as required by applicable law and insurance industry recordkeeping requirements.
Your Rights
You may request access to, correction of, or deletion of your personal information by contacting us using the information below.
Contact Us
Questions about this Privacy Policy or your data can be directed to:
Money Wealth Financial Firm, LLC
1113 Shared Passion St, Ruskin, FL 33570
angel@moneywealthfinancial.com
(941) 730-4798