What we collect
When you message us through the chat box on our website, email us, call us or book a call with us, we collect your name, mobile number, email address, business name and anything you tell us. When you book a call, we also store its date and time. When you agree to texts in the chat box, we keep a record of your consent: the date and time, the page, the notice shown to you, what you agreed to and the IP address used. Our pages may use cookies to count visits.
How we use it
To reply to you, schedule calls and remind you about them, send the texts you agreed to, and provide the services you sign up for.
Text messages (SMS)
Drews Financial Advisory LLC texts you only if you gave us your mobile number in the chat box on our website and agreed to texts there. Nothing is ticked for you. Depending on what you agree to, we text you about your message and the calls you book with us (replies, call confirmations and reminders, and, once you're a client, your setup form) and send occasional texts about our services. Agreeing to texts is optional and never a condition of any purchase. Message frequency may vary. Message and data rates may apply. Reply STOP to any text to opt out, or HELP for help.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Service providers
We use service providers to run our website, chat box, calendar, phone and email, such as our customer relationship software and our calendar and video call tools. They handle your information only to provide those services to us, never for their own marketing. Apart from them, we disclose your information only when the law requires it.
How long we keep it
As long as we need it for the purposes above, or as the law requires. Ask us and we'll delete it, unless the law says we must keep it.
Your choices
You can ask what we hold about you, ask us to correct or delete it, and stop texts at any time by replying STOP. You can stop emails with the unsubscribe link in any email from us, or by writing to us. Depending on where you live, data protection law may give you further rights, including the right to complain to your local data protection authority.
Children
Our services are for businesses. We don't knowingly collect information from anyone under 18.
Changes
If we change this policy, we update the date at the top.
Contact
Drews Financial Advisory LLC, 2639 Erie Ave, Unit 8157, Cincinnati, OH 45208 · [email protected] · +1 (513) 854-1027