Union Financial – Privacy Policy

Effective Date: [Insert Date]

At Union Financial, your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your personal information when you interact with us through our website, mobile communications (such as SMS), or any of our social media platforms.

1. Information We Collect

We may collect the following types of personal information:

  • Name

  • Email address

  • Phone number (including mobile)

  • Mailing address

  • Communication preferences

  • Information submitted through forms or appointment scheduling

  • Social media interaction data (likes, comments, messages)

2. How We Use Your Information

We use your information to:

  • Provide services or respond to your requests

  • Schedule and confirm appointments

  • Send service-related updates via SMS or email

  • Deliver marketing and educational content (if opted in)

  • Personalize your experience

  • Comply with legal obligations

3. Mobile Information Collection and Use

By providing your mobile number and opting in, you agree to receive SMS messages from Union Financial related to your account, appointments, and service updates.

✅ We do not share your mobile information with third parties or affiliates for marketing or promotional purposes.

✅ Mobile information will only be used to send service notifications, respond to your messages, or deliver information you have requested.

You may receive up to 100 messages per month. Message and data rates may apply.

You can reply HELP for assistance or STOP to unsubscribe at any time.


4. Social Media Data Use

We may collect public or voluntarily shared information from our social media pages or messaging channels. This information is only used to respond to inquiries, provide support, or improve our services.

We do not sell or share your data from social platforms with any third parties.

5. How We Protect Your Information

We use reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, or disclosure.

6. Sharing Your Information

We do not sell, rent, or share your personal or mobile information with third parties for their marketing purposes.

We may share information only when:

  • Required by law

  • Needed to protect our rights or safety

  • Working with vendors strictly to provide services (e.g., SMS platforms like Phone.com), and only under strict confidentiality

7. Your Choices

You can opt out of:

  • SMS messages by replying STOP

  • Marketing emails by clicking the unsubscribe link

  • Social media messages by unfollowing or unfriending our pages

You may also request access to or deletion of your data by contacting us.

8. Contact Us

For questions about this Privacy Policy or your data, please contact:

Union Financial
📧 Email: support@theunionfinancial.com
📞 Phone: (833) 965-5965
🌐 Website: https://theunionfinancial.com