Who We Are
This Privacy Policy describes how The Financial Synergy ("we," "us," or "our"), operated by Synergy Property & Financial LLC, collects, uses, discloses, and protects your personal information when you visit our website at thefinancialsynergy.com or interact with our services. Our mailing address is 10842 Nw 15 Street, Coral Springs, FL 33071. We operate under the laws of the State of Florida.
Information We Collect
We may collect the following types of personal information when you voluntarily provide it through our website forms or interactions:
- First and last name
- Email address
- Mobile phone number
- Any additional information you provide through our contact form
We may also automatically collect certain technical information, such as your IP address, browser type, operating system, referring URLs, and pages visited on our site. This data is used for analytics and site performance purposes.
How We Use Your Information
We use your personal information for the following purposes:
- To deliver the educational content, resources, and communications you requested
- To send recurring automated/autodialed marketing text messages to the mobile number you provided
- To respond to your inquiries submitted through our contact form or email
- To improve our website, content, and user experience
- To comply with applicable laws and regulations
Consent and Opt-In
By submitting your information through our opt-in form and clicking the call-to-action button, you provide your prior express written consent to receive recurring automated/autodialed marketing text messages from The Financial Synergy at the mobile number you provided.
Consent is not a condition of purchasing any goods or services. You may withdraw consent by any reasonable means, including replying STOP to a text message, using an available unsubscribe link, or contacting us. You may opt in or opt out at any time without affecting any transaction or relationship with us.
SMS and Mobile Communications
If you opt in to receive text messages from us, the following terms apply:
- Message frequency may vary. You may receive multiple messages per week depending on your engagement and our campaigns.
- Standard message and data rates may apply as determined by your mobile carrier.
- To opt out of text messages at any time, reply STOP, QUIT, END, CANCEL, or UNSUBSCRIBE to any message. You will receive a confirmation message and will no longer receive marketing texts from us.
- For help or support, reply HELP to any message, or contact us at support@thefinancialsynergy.com.
We observe quiet hours based on the recipient’s local time zone and do not intentionally send marketing text messages during restricted local hours, except where a recipient initiates or expressly requests a response.
Your mobile phone number and SMS opt-in data will not be sold to, rented, or shared with any third parties, affiliates, or partners for their marketing or promotional purposes.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
How We Share Your Information
We do not sell, rent, or share your personal information with any third parties, affiliates, or partners for their marketing or promotional purposes. We may share your information only in the following limited circumstances:
- Service providers: We may share information with trusted vendors who assist in operating our website, processing data, or delivering messages on our behalf, subject to strict confidentiality obligations.
- Legal requirements: We may disclose information if required by law, regulation, subpoena, court order, or governmental request.
- Business transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.
Cookies and Similar Technologies
We may use cookies and similar technologies to operate the site, remember preferences, understand site usage, and improve performance. You can control cookies through your browser settings; disabling certain cookies may affect site functionality.
Data Retention
We retain personal information only for as long as reasonably necessary for the purposes described in this policy, including legal, accounting, and compliance requirements. We retain consent records for at least four years. We may retain suppression or do-not-contact lists for up to ten years so that we can honor opt-out requests and avoid future unwanted communications.
Do Not Sell or Share My Personal Information
Under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA), California residents have the right to opt out of the "sale" or "sharing" of their personal information. The Financial Synergy does not sell your personal information to third parties. We do not share your personal information with third parties for cross-context behavioral advertising purposes.
Your personal data — including your name, email address, and mobile phone number — will not be sold to, rented, or shared with any third parties, affiliates, or partners for their marketing or promotional purposes.
To exercise your right to opt out of any future sale or sharing of your personal information, you may email us at support@thefinancialsynergy.com with the subject line "Do Not Sell or Share My Personal Information" or submit a request through our website contact form. We recognize opt-out preference signals, including Global Privacy Control (GPC), where required by applicable law. We will not discriminate against you for exercising your privacy rights.
California Privacy Rights
California residents may have rights to know, access, correct, delete, and limit certain uses or disclosures of personal information. We may collect identifiers and contact information, including name, email address, mobile phone number, IP address, and browser or usage information. We do not intentionally collect sensitive personal information, as defined by the CPRA, through our opt-in form. If we receive sensitive personal information, we use it only to provide requested communications and for purposes permitted by applicable law.
To exercise a privacy right, email privacy@thefinancialsynergy.com or submit a request through our contact form. We will verify your request and respond within 45 days, subject to any extension permitted by law. An authorized agent may submit a request on your behalf by emailing us with signed written permission from you; we may ask the agent and/or consumer to verify identity and authority.
Your Privacy Rights
Depending on your jurisdiction, you may have the following rights regarding your personal information:
- Right to access: You may request a copy of the personal information we hold about you.
- Right to correction: You may request that we update or correct inaccurate personal information.
- Right to deletion: You may request that we delete your personal information, subject to certain legal exceptions.
- Right to opt out: You may opt out of the sale or sharing of your personal information as described above.
To submit an access, correction, or deletion request, please email us at support@thefinancialsynergy.com or use our website contact form. We will verify your identity before processing your request and respond within the timeframe required by applicable law.
CAN-SPAM Compliance
Our commercial email communications are intended to comply with applicable CAN-SPAM requirements. Marketing emails identify The Financial Synergy as the sender, include a valid postal address, and provide a clear mechanism to opt out. We process email opt-out requests promptly and do not require a fee or information beyond an email address to honor them.
Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, or disclosure. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.
Age Restriction
Our website and services are intended for individuals who are 18 years of age or older. We do not knowingly collect personal information from anyone under 18. If we become aware that we have collected information from a person under 18, we will take steps to delete that information promptly.
Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. Any updates will be posted on this page with a revised "Last Updated" date. We encourage you to review this policy periodically.
Contact Us
If you have questions about this Privacy Policy, your personal information, or wish to exercise any of your privacy rights, please contact us:
Email: support@thefinancialsynergy.com
Mailing Address: 10842 Nw 15 Street, Coral Springs, FL 33071
Website: Contact form at thefinancialsynergy.com