Privacy Policy

SmartPro Financial LLC
Effective Date: May 27th, 2026

SmartPro Financial LLC (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy explains how we collect, use, share, and safeguard your information when you visit our website, use our services, or communicate with us.

Information We Collect

We may collect personal information that you voluntarily provide to us, including but not limited to:

Full name
Email address
Phone number
Mailing address
Financial or business information necessary to provide services
Information submitted through forms, applications, or consultations
SMS consent and communication preferences

We may also automatically collect certain technical information when you visit our website, including:

IP address
Browser type
Device information
Pages visited
Cookies and usage data

How We Use Your Information

We use the information we collect for legitimate business purposes, including to:

Provide financial and consulting services
Respond to inquiries and customer service requests
Process applications and transactions
Send appointment reminders and service-related communications
Send SMS or email communications when explicit consent has been provided
Improve our website, services, and customer experience
Comply with legal and regulatory obligations

Sharing of Personal Information

We do not sell your personal information. We may share personal information only in the following limited circumstances:

With trusted service providers who assist in operating our business and servicing clients
With legal or regulatory authorities when required by law
To protect our legal rights, prevent fraud, or ensure security
In connection with a business transfer, merger, or acquisition

CRITICAL SMS DATA PROTECTION: Mobile phone numbers and SMS consent data obtained through the opt-in process will not be shared with, sold, or rented to any third parties, service providers, or affiliates for marketing or any other purposes. Text messaging originator opt-in data and consent are strictly excluded from all data-sharing categories.

SMS Communications & Disclosures

By providing your phone number and checking the opt-in box on our forms, you consent to receive informational SMS communications from SmartPro Financial LLC related to your inquiries, appointments, services, and account updates.

Types of SMS Communications: Appointment reminders, client follow-up messages, and billing/account status inquiries.
Sample Communication: “Smartpro Financial LLC: Hello, this is a friendly reminder of your upcoming appointment with Rick Godfrey II at 7970 Cooper Creek Blvd on 3/14 at 1:00PM. You can reply STOP to opt out of SMS messaging from SmartPro Financial at any time.”
Message Frequency: Message frequency may vary depending on account activity. You may receive up to 2-3 SMS messages per week regarding your appointments or account status.
Potential Fees: Standard message and data rates may apply, depending on your mobile carrier’s pricing plan.
Opt-In Method: You may opt in to receive text messages by checking the explicit, un-checked SMS consent box on our online contact forms.
Opt-Out Method: You can opt out of receiving SMS messages at any time. Simply reply STOP to any text message you receive from us.
Help: If you are experiencing any issues, you can reply with the keyword HELP for assistance, or contact our team directly using the information below.

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, or misuse. However, no method of transmission over the internet or electronic storage is completely secure.

Cookies and Tracking Technologies

Our website may use cookies and similar technologies (including the Meta Pixel, Google Analytics 4, WordPress Stats, and Google Tag Manager) to improve site functionality, monitor system health, analyze traffic, track user conversations from digital platforms, and enhance your user experience. You may adjust your browser settings to refuse cookies if desired.

Your Rights and Choices

Depending on your location and applicable laws, you may have the right to access the personal information we hold about you, request the correction of inaccurate information, request the deletion of your data, or opt out of standard communications. To exercise these rights, please contact us using the information below.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices, tracking methods, or content of those external websites.

Updates to This Privacy Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date.

Contact Us

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

Owner and Data Controller: SmartPro Financial LLC
Address: 7970 Cooper Creek Blvd, Bradenton, FL 34201

Email: Homeoffice@smartprousa.com
Phone: (941) 962-8202