A legal disclaimer
Volken Financial, LLC Privacy Policy
Effective Date: May 6, 2025
1. Volken Financial Services, LLC
Volken Financial Services, LLC (“we”, “our”) operates https://volkenfinancial.com and is dedicated to safeguarding your personal information. This Privacy Policy outlines how we collect, use, protect, and share your data when you use our website or join our SMS program. It also explains your rights under applicable privacy laws. For questions, reach us at team@volkenfinancial.com.
2. Personal Data We Collect
We collect various types of personal data to provide our services, grouped as follows:
A. Website Data
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Identity Data: Information you submit, such as your name or other identifiers, via forms.
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Contact Data: Email address, phone number, billing or delivery address.
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Technical Data: IP address, browser details, device type, operating system, time zone, and other technology used to access our website.
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Usage Data: Details on how you interact with our website, such as pages visited or features used.
B. SMS Program Data When you opt into our SMS program, we collect:
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Mobile Number: The phone number you provide for SMS communications.
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Name: If shared during opt-in (e.g., through a form or in-person).
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Consent Records: Documentation of your opt-in, including timestamps and methods (e.g., web form, keyword, or verbal agreement).
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Additional Details: Preferences or responses you provide via SMS or related forms.
How We Collect Data:
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Website Forms: Sign-ups or inquiries at https://volkenfinancial.com.
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SMS Keywords: Texting a keyword (e.g., “YES” or “FIREDUP”) to (617) 681-5604.
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Phone or Verbal: Agreements documented during calls or meetings.
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Marketing: Responses to SMS calls-to-action in advertisements.
3. How We Use Your Data
We process your data only when legally permitted, for purposes including:
A. Website Operations
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Operating and improving our website.
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Informing you about updates to our services or website.
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Enabling interactive features you choose to use.
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Providing support and resolving issues.
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Analyzing usage to enhance user experience.
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Ensuring compliance with legal obligations.
B. SMS Communications
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Sending texts for ongoing services, reminders, updates and questions.
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Managing your subscription and verifying opt-in consent.
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Responding to requests (e.g., texting “HELP”).
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Enhancing our SMS program.
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Meeting regulatory requirements, such as TCPA and 10DLC record-keeping.
4. SMS Program Consent
To receive SMS messages, you must provide explicit consent. We ensure this through:
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Double Opt-In: After you initiate opt-in (e.g., via keyword or form), we send a confirmation text requiring a “YES” reply. Example:
“Volken Financial: Reply YES to get white glove service. Msg/data rates may apply. Frequency varies. STOP to cancel. Privacy: https://volkenfinancial.com/privacy.” -
Transparent Terms: We disclose message frequency, data rates, and opt-out instructions at opt-in.
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Program-Specific Consent: Your permission applies only to our SMS program and is not shared with other campaigns.
5. Opting Out of SMS
You can unsubscribe from SMS messages anytime by:
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Texting “STOP” to (617) 681-5604. You’ll receive a confirmation:
“You’ve opted out of Volken Financial texts. No further messages will be sent. Reply HELP or visit https://volkenfinancial.com for support.” -
Emailing team@volkenfinancial.com or calling (617) 681-5604. We promptly process opt-out requests and maintain records to prevent further messages.
6. Data Protection Measures
We prioritize your data’s security by:
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Using encryption and secure storage systems.
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Restricting access to authorized personnel or contractors with a legitimate need.
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Regularly updating security protocols to meet industry standards. While we strive to protect your data, no system is fully immune to risks, and we cannot guarantee absolute security.
7. Sharing Your Data
We do not sell or rent your data. We may share it with:
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Trusted Vendors: Service providers like Dialpad or The Campaign Registry for SMS delivery, or analytics tools for website operations, all bound by strict confidentiality agreements.
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Legal Obligations: When required by law, court orders, or to protect our rights.
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Business Transitions: If we merge or sell assets, your data may transfer to a successor under similar privacy protections.
8. How Long We Keep Your Data
We retain your data only as needed to:
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Deliver website and SMS services.
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Comply with legal requirements (e.g., TCPA consent records or tax obligations). Upon opt-out or deletion request, we remove your data from active systems, except where retention is legally required. Anonymized data may be kept for analytics without identifying you.
9. Your Privacy Rights
You have rights under data protection laws, including:
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Access: View the data we hold about you.
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Correction: Fix inaccurate information.
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Deletion: Request data removal, subject to legal exceptions.
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Objection: Oppose certain data uses (e.g., marketing).
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Portability: Obtain your data in a transferable format.
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Consent Withdrawal: Revoke permission for SMS or other processing. To exercise these rights, email team@volkenfinancial.com or visit https://volkenfinancial.com/contact. We’ll respond within 30 days or as required, e.g., 45 days for CCPA.
10. Third-Party Websites
Our website or SMS messages may link to external sites or apps. We’re not responsible for their privacy practices. Review their policies before sharing data. Mobile phone number data will not be shared with or sold to third party websites for marketing purposes
11. Legal Compliance
We adhere to relevant laws, including:
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TCPA: Requires consent for marketing texts and clear opt-out options.
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10DLC: Mandates SMS campaign registration to prevent spam.
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CCPA: Grants California residents data rights.
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GDPR: Protects EU residents with transparent practices.
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CTIA: Ensures SMS compliance with industry standards, avoiding prohibited content (e.g., SHAFT: Sex, Hate, Alcohol, Firearms, Tobacco).
12. Policy Updates
We may revise this Privacy Policy to reflect legal or operational changes. Updates will be posted at https://volkenfinancial.com/privacy with a new “Effective Date.” For SMS changes, we may notify you via text. Continued use of our website or SMS program after updates indicates your acceptance.
13. Get in Touch
For questions or concerns about this policy, contact us:
Email: team@volkenfinancial.com
Phone: (617) 681-5604
Website: https://volkenfinancial.com/contact
We’ll address your inquiries promptly. If unsatisfied, you may contact your local data protection authority.