Top Global Financial Advisors (“Top Global Financial Advisors,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide to us.

Information We Collect

We may collect personal information that you voluntarily provide when you contact us, request information, complete a form, schedule an appointment, communicate with our team, or use our services.

 

We may use your information to:

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• Respond to your inquiries and requests

• Provide customer service

• Communicate regarding services you have requested or expressed interest in

• Schedule, confirm, and manage appointments

• Provide requested information and follow-up

• Maintain our business and client records

• Operate and improve our services

• Meet applicable legal, regulatory, and compliance requirements

• Share relevant information, when appropriate and permitted by law, with financial service providers, insurance carriers, lenders, strategic partners, and other service providers for the purpose of evaluating available products or services, obtaining quotes, processing applications, servicing your account, or helping identify options that may better meet your needs or provide more affordable solutions.

 

SMS and Mobile Information.

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If you provide your mobile telephone number and consent to receive text messages from Top Global Financial Advisors, we may use your number to respond to your inquiries, provide requested information, communicate regarding services, provide customer service, and send appointment-related communications.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Text messaging originator opt-in data and consent will not be shared with any third parties.

SMS consent is specific to Top Global Financial Advisors and is not sold, rented, transferred, or provided to another business for that business’s marketing or promotional purposes.

Message frequency varies depending on your interaction with us. Message and data rates may apply.

You may opt out of SMS communications at any time by replying STOP to a message from us. You may reply HELP for assistance.

Sharing of Information

We may use service providers that assist us in operating our business and providing services, such as technology, communications, data storage, CRM, and other operational service providers, subject to appropriate confidentiality and data-protection obligations.

However, mobile information will not be shared with third parties or affiliates for marketing or promotional purposes, and text messaging originator opt-in data and consent will not be shared with any third parties.

We do not sell SMS consent or transfer SMS consent to other businesses for their independent marketing purposes.

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Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, disclosure, alteration, or misuse.

No method of electronic transmission or storage is completely secure, and therefore we cannot guarantee absolute security.

Your Choices

You may request that we update or correct certain personal information by contacting us.

You may stop receiving SMS communications at any time by replying STOP to a text message from Top Global Financial Advisors.

 

Third-Party Websites

Our website or communications may contain links to third-party websites. We are not responsible for the privacy practices or content of websites operated by third parties.

 

Changes to This Privacy Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date.

 

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact:

Top Global Financial Advisors
Email: contactus@topgfa.com
Phone: 832.644.6285
Website: www.topglobalfinancial.com