Privacy Policy

Last Updated: March 23, 2026

Estrada Financial Services (“Company”, “we”, “us”, or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website or use our services.

1. Information We Collect

We may collect the following information:

  • Name
  • Email address
  • Phone number
  • Financial and investment-related information (provided voluntarily)
  • Website usage data (IP address, browser type, cookies)

2. How We Use Your Information

We use your information to:

  • Respond to inquiries and provide services
  • Schedule appointments and consultations
  • Send account updates and service-related communications
  • Improve our website and services
  • Comply with legal obligations

3. SMS Communication & Consent

By providing your phone number and checking the consent box on our website, you agree to receive SMS messages from Estrada Financial Services.

These messages may include:

  • Appointment reminders
  • Financial service updates
  • Document requests
  • Customer support messages
  • Follow-ups regarding your inquiry

Message Details:

  • Message frequency may vary
  • Message and data rates may apply
  • You can opt out at any time by replying STOP
  • For assistance, reply HELP

4. SMS Data Protection (CRITICAL FOR A2P)

SMS consent is not shared with third parties or affiliates for marketing purposes.

We do not sell, rent, or share your phone number for marketing.

5. Opt-In Methods

You may opt in to receive SMS messages by:

  • Submitting a form on our website
  • Requesting communication directly
  • Signing up through a service agreement

6. Opt-Out Instructions

You can opt out of SMS communications at any time by:

  • Replying STOP to any message
  • Contacting us directly

7. Sharing of Information

We do NOT sell your personal information.

We may share data with:

  • Service providers (CRM, hosting, email tools)
  • Legal authorities if required
  • Financial partners when necessary for services

8. Cookies & Tracking

We may use cookies and analytics tools to improve user experience and track website performance.

9. Data Security

We implement reasonable security measures to protect your data, but no system is 100% secure.

10. Your Rights

You may:

  • Request access to your data
  • Request corrections or deletion
  • Opt out of communications

11. Third-Party Links

We are not responsible for third-party websites linked from our site.

12. Children’s Privacy

Our services are not intended for individuals under 18.

13. Updates to This Policy

We may update this Privacy Policy at any time. Changes will be posted on this page.

14. Contact Information

Estrada Financial Services
Email: info@estradafinancialservices.com
Website: https://www.estradafinancialservices.com