Privacy Policy
Effective Date: October 2025
Welcome to Guerra Financial Group.
This Privacy Policy explains how we collect, use, and protect your information when you visit our website, contact us, opt into SMS messaging, or use our services.
1. Information We Collect
We may collect the following types of information.
Personal Information
When you contact us, schedule services, complete forms, or opt into communications, we may collect:
Name
Email address
Phone number
Mailing address
Non-Personal Information
When you visit our website, certain information may be collected automatically, including:
Browser type
Device type
IP address
Pages visited
Website usage data
2. How We Use Your Information
We use the information we collect to:
Provide and improve our financial consulting and advisory services
Respond to inquiries and communicate with you
Send service-related updates and administrative communications
Send promotional emails (you may opt out at any time)
Send SMS communications if you have opted in
Comply with legal and regulatory requirements
Your information is used only for legitimate business purposes related to the services we provide.
3. SMS Opt-In & Mobile Information
How SMS Consent Is Obtained
SMS consent is obtained through customer-initiated actions such as:
Website opt-in forms
Appointment request forms
Service registration forms
Written or digital checkboxes clearly disclosing SMS consent language
At the time of opt-in, users are informed that:
Message frequency may vary
Message and data rates may apply
They can reply STOP to unsubscribe
They can reply HELP for assistance
How SMS Information Is Used
Phone numbers collected for SMS purposes are used solely for:
Appointment reminders
Service updates
Administrative notifications
Follow-ups regarding services
We do not send unsolicited marketing text messages.
Mobile Information Sharing Statement
Mobile information will not be shared, sold, rented, or transferred to third parties for marketing or promotional purposes.
SMS consent is not shared with third parties.
4. Sharing of Information
Guerra Financial Group does not share, sell, rent, or trade personal data (including name, email address, or phone number) with any third-party vendor or company.
Specifically:
Phone numbers are NOT shared or sold
SMS consent is NOT shared or sold
Information may only be disclosed:
When required by law or government authorities
To protect our rights, privacy, safety, or property, or that of others
5. Cookies & Tracking Technologies
Our website may use cookies and similar tracking technologies to enhance user experience and analyze site performance.
Cookies may be used to:
Remember user preferences
Understand visitor behavior
Improve website functionality
Analyze traffic patterns
We may use basic analytics tools to better understand website usage. These tools do not collect sensitive personal information.
You may disable cookies in your browser settings. Disabling cookies may affect certain website features.
We do not use cookies for third-party advertising sales.
6. Data Security & Handling
We implement reasonable administrative, technical, and physical safeguards to protect personal information from unauthorized access, use, or disclosure.
However, no method of online transmission or electronic storage is completely secure, and we cannot guarantee absolute security.
Information is retained only as long as necessary to provide services and comply with legal obligations.
7. Your Rights & Choices
You have the right to:
Request access to your personal information
Request correction of inaccurate information
Request deletion of your personal information
To submit a request, please contact us directly.
You may opt out of:
Promotional emails by clicking the unsubscribe link
SMS messages by replying STOP
SMS assistance by replying HELP
8. Third-Party Links
Our website may contain links to external websites or social media platforms.
We are not responsible for the privacy practices or policies of those external sites.
9. Updates to This Policy
We may update this Privacy Policy from time to time.
Any updates will be posted on this page with a revised Effective Date.
Continued use of our services after updates constitutes acceptance of the revised policy.
10. Contact Us
If you have any questions regarding this Privacy Policy, please contact us:
Business Name: Guerra Financial Group
Business Structure: Sole Proprietor