Privacy Policy
PRIVACY POLICY – SF FINANCIAL SERVICES
Last Modified: 09/03/2026
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FACTS WHAT DOES SF FINANCIAL SERVICES DO WITH YOUR PERSONAL INFORMATION?
Why?
Financial companies choose how they share your personal information. Federal law
gives consumers the right to limit some but not all sharing. Federal law also requires
us to tell you how we collect, share, and protect your personal information. Please
read this notice carefully to understand what we do.
What?
The types of personal information we collect and share depend on the product or
service you have with us. This information can include:
• Social Security number and financial information
• Account balances and transaction history
• Contact information, including your mobile telephone number
How?
All financial companies need to share customers’ personal information to run their
everyday business. In the section below, we list the reasons financial companies can
share their customers’ personal information, the reasons SF Financial Services
chooses to share, and whether you can limit that sharing.
Reasons we can share your personal information:
Please note: If you are a new client, we can begin sharing your information from the
date you received this notice. When you are no longer our client, we continue to
share your information as described in this notice. However, you can contact us at
any time to limit our sharing.
Call 719.597.2179 or email info@sffinancialservices.com
Who is providing this notice?
SF Financial Services
WHAT WE DO
How does SF Financial Services protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does SF Financial Services collect my personal information?
We collect your personal information when you engage our services and provide it to us, for example, when you request information, complete a form, open an account, or give us your contact information. We may also collect your personal information from others, such as affiliates or other companies.
Why can’t I limit all sharing of my personal information?
Federal law gives you the right to limit only:
- Sharing for affiliates’ everyday business purposes: information about your creditworthiness
- Affiliates from using your information to market to you
- Sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit
sharing.
DEFINITIONS
Affiliates
Companies related by common ownership or control. They can be financial and
nonfinancial companies. SF Financial Services has no affiliates that it shares your information with for
marketing purposes. [Firm to confirm any affiliate relationships.]
Nonaffiliates
Companies not related by common ownership or control. They can be financial and
nonfinancial companies.
SF Financial Services does not share your personal information with nonaffiliates so
they can market to you. Nonaffiliates we use to run our everyday business may include:
• Custodians and clearing firms
• Redtail CRM (client relationship management)
• Technology, email, and text-messaging service providers that support our
operations
Joint marketing
A formal agreement between nonaffiliated financial companies that together market
financial products or services to you. SF Financial Services does not engage in joint marketing.
Questions? Call 719.597.2179 • Email info@sffinancialservices.com
WEBSITE & ONLINE PRIVACY NOTICE
Protecting your privacy is very important to us. Our goal is to treat the personal information you furnish us with the utmost respect and in accordance with this Privacy Policy. We ask that you carefully read this Privacy Policy and our Terms of Use before using our website. By visiting, viewing, or using the website in any manner, you agree
to the terms set forth in this Privacy Policy and in our Terms of Use.
This notice describes the types of personally identifiable information ("PII") and non-personally identifiable information ("Non-PII") we may collect from you or that you may provide when you visit our website, and our practices for collecting, using, maintaining, protecting, and disclosing that information. PII includes information such as your name, address, phone number (including mobile number), ZIP code, email address, and similar information. Non-PII may include, for example, your IP address, browser type, domain name, access dates, and similar information.
Personal Information We Collect and How We Collect It
You can visit us on the internet without telling us who you are or revealing any information about yourself. In that case, our web servers may collect the name of the domain you used to access the internet and the websites you came from and visit next. We and our service providers use this information to measure the number of visits,
average time spent, page views, and other statistics about visitors to our website, and to monitor site performance and make the site easier to use.
There are times when we may ask you for information about yourself to help us meet your needs. In these cases, your browsing will no longer be anonymous to us. To provide these services, we may ask you to provide, among other things, your name, Social Security number, physical address, ZIP code, email address, and phone number, including your mobile number.
We do not knowingly solicit information from children, and we do not knowingly market our products or services to children.
How We Use Your Information
We may use information that we collect about you, or that you provide to us, including any personal information, for purposes that include, but are not limited to:
- Providing you with materials and information you have requested
- Contacting you regarding the potential purchase of insurance or other financial products
- Personalizing our communications with you
- Operating, providing, improving, and maintaining our website and services
- Developing new products and services
- Preventing abusive and fraudulent use of our website
- Sending you administrative messages, content, and other information we believe may be of interest to you
- Any other administrative and internal business purposes permitted by law
How We Share Information and Your Choices
We do not share or sell your personal information to third parties for their own marketing purposes. When you provide information to us, we may share it, to the extent permitted by applicable law, with service providers who help us fulfill your requests and operate our business. Your information is not shared with any third party except
as requested by you or permitted by law.
Under no circumstance will we sell your information or transfer it to any ad network, ad exchange, data broker, or other advertising or monetization service. We may aggregate statistics about our customers, sales, traffic patterns, and services and provide those statistics to third parties; when we do, the statistics will not include any personal information that identifies individuals.
Mobile and Text Messaging (SMS) Information If you provide your mobile telephone number and consent to receive text (SMS) messages from us, the following applies:
• No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
• We may share mobile information with subcontractors and service providers that support our services, such as customer service, message delivery, and platform hosting, solely so that we can provide the messaging service to you.
• Text messaging originator opt-in data and consent will not be shared with any third parties. This category of information is excluded from all other information-sharing described in this policy.
Message and data rates may apply, and message frequency varies. You may reply STOP at any time to opt out of text messages, or reply HELP for assistance. Our complete text-messaging terms, including program description, opt-out and help instructions, and frequency disclosures, are set out in our SMS Terms of Service.
Protection of Your Information
We maintain a variety of security measures to protect against the loss, misuse, and alteration of information under our control, including computer safeguards and secured files and facilities. Although we make good-faith efforts to maintain the security of this information, we cannot guarantee that it will remain free from unauthorized access,
use, disclosure, or alteration, and we cannot guarantee that our security measures will prevent unauthorized persons from accessing this information. We assume no liability to you or any other party for the unauthorized access, use, or alteration of any information provided to us.
Notification in the Event of a Data Breach
Although we make good-faith efforts to maintain the security of your information, we cannot guarantee that it will remain free from unauthorized access, use, disclosure, or alteration. In the event your personally identifiable
information is breached by an unauthorized party, we will comply with applicable state law in notifying you of the breach.
Accessing or Correcting Your Information
You may access the data we have collected about you by sending a request to the address listed below. If you believe an error has been made in the accuracy of the information collected from you, we will correct the error upon adequate verification of the error and the identity of the person seeking the correction.
If you wish to access, remove, or correct any personally identifying information you have supplied to us, or if you have any questions about this Privacy Policy, you may contact us by mail at: 1870 Dublin Blvd. #D, Colorado Springs, CO 80918.
To protect your privacy and security, we may need to take reasonable steps to verify your identity before granting access or making corrections.
Cookies
If you are browsing, a cookie may be used to help us measure the number of visits, average time spent, page views, and other statistics relating to our website. This cookie, by itself, does not reveal your email address or who you are. If you register online with us, we may collect additional information to provide tailored offerings or content, and we may use cookies to recognize you on subsequent visits.
Cookies are small pieces of data stored by your internet browser on your computer. They cannot be used to collect data from your hard drive, obtain your email address, or obtain personally identifying information about you. You may set your browser to notify you when you receive a cookie or to prevent cookies from being sent. Please note that by not accepting cookies, you may limit the functionality we can provide when you visit our site.
Handling of "Do Not Track" Signals
The California Online Privacy Protection Act provides that a website operator must disclose how it responds to web browser "do not track" signals or other mechanisms that let consumers exercise choice regarding the collection of personally identifiable information about their online activities over time and across third-party websites, if the operator engages in that collection. We do not engage in the type of collection referenced in the California law.
Changes to This Privacy Policy
We reserve the right to modify or supplement this Privacy Policy at any time. If we make any material change, we will update our website to reflect the change, and a notice that our Privacy Policy has been updated will be displayed on our website homepage. You are responsible for periodically visiting our website and this Privacy Policy to check for changes.
Contact Information
To ask questions or comment about this Privacy Policy and our privacy practices, contact us at info@sffinancialservices.com or 719.597.2179, or by mail at
1870 Dublin Blvd. #D, Colorado Springs, CO 80918.
Effective date: September 2026. Supersedes the prior policy last modified March 19, 2018.
Contact Information
To ask questions or comment about this privacy policy and our privacy practices, contact us at: info@sffinancialservices.com or 719.597.2179