Privacy Policy
Your privacy is important to us. This policy explains how we collect, use, and protect your information.
Last updated: December 2024
By providing your mobile phone number and opting in to receive text messages from Stanton Financial Management, you consent to receive marketing and informational text messages from us.
Important SMS Information:
- Message Frequency: You may receive up to 10 messages per month
- Message & Data Rates: Standard message and data rates may apply
- Supported Carriers: All major carriers including Verizon, AT&T, T-Mobile, Sprint, and others
- Opt-Out: Reply STOP to (267) 761-4441 to unsubscribe at any time
- Help: Reply HELP to (267) 761-4441 or call (267) 761-4441 for assistance
You can opt-out of receiving text messages at any time by replying STOP to any message you receive from us. After you send the SMS message "STOP" to us, we will send you an SMS message to confirm that you have been unsubscribed.
Personal Information:
- Name, email address, phone number, and mailing address
- Financial information necessary to provide our services
- Tax documents and financial records you provide
- Communication preferences and consent records
Automatically Collected Information:
- Website usage data and analytics
- IP address and browser information
- Cookies and similar tracking technologies
We use your information to:
- Provide financial services and consultations
- Send you important updates about your account or services
- Send marketing communications via email and SMS (with your consent)
- Improve our website and services
- Comply with legal and regulatory requirements
- Respond to your inquiries and provide customer support
We do not sell, trade, or otherwise transfer your personal information to third parties without your consent, except in the following circumstances:
- With service providers who assist us in operating our business
- When required by law or to comply with legal processes
- To protect our rights, property, or safety, or that of others
- In connection with a business transfer or merger
We implement appropriate security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:
- Encryption of sensitive data in transit and at rest
- Regular security assessments and updates
- Limited access to personal information on a need-to-know basis
- Secure storage and disposal of physical documents
You have the right to:
- Access and review your personal information
- Request corrections to inaccurate information
- Opt-out of marketing communications
- Request deletion of your personal information (subject to legal requirements)
- Withdraw consent for SMS communications at any time
If you have questions about this Privacy Policy or our privacy practices, please contact us:
400 Green Street
Philadelphia, PA 19123
Mon-Fri: 9AM-6PM
We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new Privacy Policy on this page and updating the "Last updated" date. We encourage you to review this Privacy Policy periodically for any changes.