Privacy Policy

Privacy Policy

Effective Date: 2025
Modest Financial Group LLC
1175 NE 125th St Ste 217, North Miami, Florida, US, 33161
Contact: +1 954-440-7340 | [email protected]

Modest Financial Group LLC (“Company,” “we,” “our,” “us”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect personal information when you interact with our marketing services, including appointment confirmations, reminders, and promotional communications.

1. Information We Collect

We may collect the following categories of personal information:

Contact Information: Name, phone number, email address.

Communication Preferences: Opt-in/opt-out status for marketing.

Interaction Data: Responses to messages, appointment history.

Device/Usage Data: When required for compliance or service performance.

We do not knowingly collect sensitive personal information without explicit consent.

2. How We Use Personal Information

We process personal information for:

Sending appointment confirmations, reminders, and updates

Sending marketing promotions and offers with your consent

Improving communication and customer experience

Legal compliance and fraud prevention

3. Legal Basis for Processing (GDPR)

We rely on:

Consent (e.g., opting in to promotional messaging)

Legitimate Interest (e.g., appointment administration)

Compliance with legal obligations

You may withdraw consent at any time.

4. Sharing of Personal Information

We may share personal information with:

Authorized Service Providers (e.g., SMS/email platforms)

Legal Authorities if required by law

We do not sell personal information.

5. Data Retention

We retain personal information only as long as necessary for:

The purposes stated in this policy

Legal, accounting, or reporting obligations

6. Your Privacy Rights

Depending on your location, you may have the right to:

GDPR (EU/UK Users)

Access, correct, delete, or restrict processing of your data

Withdraw consent at any time

Request data portability

Lodge complaints with a Data Protection Authority

CCPA (California Residents)

Know what personal data we collect and how we use it

Request deletion of your data

Opt-out of data sales (we do not sell personal data)

Non-discrimination for exercising privacy rights

Submit requests by contacting us at [email protected] or +1 954-440-7340.

7. Data Security

We implement reasonable physical, technical, and administrative safeguards to protect personal information from unauthorized access, loss, or misuse.

8. Marketing Communications & Opt-Out

You may unsubscribe from promotional messages at any time by:

Clicking the unsubscribe link in emails

Replying “STOP” to SMS messages

Contacting us directly

Transactional messages (such as appointment confirmations) may still be sent as needed.

9. International Data Transfers

If information is transferred outside your region, we ensure appropriate safeguards consistent with GDPR and other applicable laws.

10. Updates to This Policy

We may update this Privacy Policy from time to time. Changes will be posted with an updated Effective Date at the top of this page.

11. Contact Us

For privacy-related questions or to exercise your rights, contact:

Modest Financial Group LLC
Email: [email protected]
Phone: +1 954-440-7340
Address: 1175 NE 125th St Ste 217, North Miami, Florida, US, 33161