Privacy Policy
Last updated: February 5, 2026
Coons Financial Services ("we", "us", "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains what information we collect, how we use it, with whom we share it, and your rights regarding that information. It applies to information collected through our website and related services.
1. Information We Collect
We collect information you provide directly to us and information collected automatically:
- Personal information you provide: name, email address, phone number, mailing address, details you provide in messages or forms, and any documents you upload in relation to our services.
- Technical & usage information: IP address, browser type and settings, device identifiers, pages visited, referring/exit pages, and date/time stamps.
- Marketing & communications preferences: your opt-in choices and subscription preferences.
SMS Consent: By voluntarily providing your phone number to Coons Financial Services, you agree to receive text messages (SMS/MMS) from us related to your inquiries, appointments, and service updates. You acknowledge that message and data rates may apply and that message frequency varies.
2. How We Use Your Information
We use the information we collect for purposes including:
- To deliver and improve our services (e.g., provide financial guidance, schedule appointments, follow up on requests).
- To communicate with you about your account, requests, and offers we think may interest you.
- To process payments, send invoices, and handle billing or collections.
- To comply with legal obligations and protect our rights or the rights of others.
- To analyze usage and trends so we can improve the website and user experience.
3. Legal Basis for Processing (If applicable)
Where required by law (e.g., GDPR), we rely on one or more legal bases to process personal data, such as your consent, performance of a contract, legitimate interests (e.g., to operate and improve our business), and compliance with legal obligations.
4. Sharing & Disclosure
We may share information with third parties in limited circumstances:
- With service providers who perform functions on our behalf (payment processors, hosting providers, email providers, analytics).
- To comply with law enforcement, subpoenas, or other legal processes, or to protect our rights or the safety of others.
- In connection with a merger, sale, or financing transaction — we will notify affected users as required by law.
Mobile Information: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
5. Cookies & Tracking Technologies
We use cookies, web beacons, and similar technologies to provide and improve our services, remember preferences, and analyze usage. You can disable cookies through your browser settings, but doing so may limit functionality.
6. Third-Party Links & Services
Our site may link to third-party websites or use third-party services (e.g., scheduling, forms, analytics). These services have their own privacy policies and practices; we encourage you to review them before sharing personal information.
7. Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect personal data. However, no method of transmission or storage is completely secure. We cannot guarantee absolute security.
8. Data Retention
We retain personal information for as long as necessary to provide services, comply with legal obligations, resolve disputes, and enforce agreements. Retention periods vary by the type of data and the purposes for which it was collected.
9. Your Rights & Choices
Depending on your location, you may have rights such as:
- Access to your personal data and a copy of it.
- Correction of inaccurate or incomplete data.
- Request deletion of your personal data (subject to legal exceptions).
- Object to or restrict processing for certain purposes.
- Withdraw consent where processing is based on consent.
To exercise these rights, contact us using the details below. We may require identity verification before processing requests.
10. Children
Our services are not directed to children under 13. We do not knowingly collect personal information from children under 13. If you believe we have collected such information, please contact us and we will take steps to delete it.
11. International Transfers
Information we collect may be processed and stored in the United States or other countries. By using our services, you consent to transfer of information to countries that may have different data protection laws.
12. Changes to This Policy
We may update this Privacy Policy from time to time. We will post the updated policy on this page with a revised "Last updated" date.
13. Contact Us
If you have questions or requests about this Privacy Policy or our data practices, contact us at:
- Coons Financial Services
- 578 Lockwood Court SE, Bolivia, NC 28422
- Phone: +1 910-941-8404
- Email: [email protected]
