Privacy Policy

At Elevate Financial Services, we are committed to protecting your privacy and safeguarding your personal information.

1. Information We Collect

We may collect personal information such as:

• Name, phone number, email address

• Financial and demographic information

• Information related to your financial goals and preferences

This information is collected when you:

• Fill out forms on our website

• Schedule consultations

• Communicate with us via phone, email, or other channels

2. How We Use Your Information

Your information is used to:

• Provide financial guidance and services

• Recommend suitable products or strategies

• Communicate updates, offers, and important information

• Improve our services and client experience

3. Information Sharing

We do not sell or rent your personal information.
We may share your information with:

• Licensed financial professionals

• Insurance carriers or financial institutions

• Service providers assisting in operations

We share all such information securely and only as necessary to provide services.

4. Data Protection

We implement appropriate technical and organisational measures to protect your data from unauthorised access, misuse, or disclosure.

5. Your Rights

You have the right to:

• Access or update your personal information

• Request deletion of your data (subject to legal obligations)

• Opt out of marketing communications

6. Cookies & Tracking

Our website may use cookies to enhance the user experience and analyse site traffic.

7. Policy Updates

We may update this Privacy Policy from time to time. Changes will be posted on this page with the updated effective date.

8. Contact Us

For any questions or concerns regarding this policy, please contact:

Elevate Financial Services

📧 Email: info@elevatefinservices.com
📞 Phone: +1 (818) 943-8826