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Privacy Policy

Last Updated: August 23, 2024

At Olive Branch Financial Services Inc, we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website [https://obfinancialinc.com/] (the "Site") and use our services, including SMS, email communications, and phone features. Please read this Privacy Policy carefully. If you do not agree with the terms of this Privacy Policy, please do not access the Site or use our services.

1. Information We Collect

We may collect information about you in a variety of ways. The information we may collect on the Site includes:

a. Personal Data

While using our Site or services, we may ask you to provide us with certain personally identifiable information that can be used to contact or identify you. Personally identifiable information may include, but is not limited to:

NameEmail addressPhone numberMailing addressPayment information

b. Communications Data

If you choose to communicate with us via SMS, email, or phone, we may collect information about these communications, including:

SMS message content

Email content and metadata

Call logs and voicemail recordings

c. Automatically Collected Data

We may also collect information automatically when you visit the Site, such as:

IP addressBrowser type

Operating system

Referring URLs

Pages viewed and the dates/times of those page views

2. How We Use Your Information

We use the information we collect in the following ways:

a. To Provide and Maintain Our Services

We may use your information to deliver the services you request, including sending SMS messages, emails, and making phone calls.

b. To Communicate with You

We may use your information to contact you regarding your account, services, or customer support issues, and to send you updates or marketing materials related to our services.

c. To Improve Our Services

We may use information to analyze how you use our services and to improve the quality and efficiency of our offerings.

d. For Legal Compliance

We may use or disclose your information to comply with applicable laws, regulations, and legal processes, or to protect our rights and interests.

3. Sharing Your Information

We do not share, sell, rent, or trade your personal information with third parties except as described in this Privacy Policy:

a. Service Providers

We may share your information with third-party service providers who perform services on our behalf, such as hosting services, payment processing, SMS/email communication platforms, and data analysis.

b. Legal Requirements

We may disclose your information if required by law or in response to valid requests by public authorities (e.g., a court or government agency).

c. Business Transfers

If we undergo a merger, acquisition, or asset sale, your personal information may be transferred as part of that transaction.

4. Data Security

We use administrative, technical, and physical security measures to protect your personal information. While we strive to use commercially acceptable means to protect your information, we cannot guarantee its absolute security.

5. Your Rights

You have the following rights concerning your personal information:

Access: You can request a copy of the personal information we hold about you.

Correction: You can request that we correct any inaccuracies in your personal information.

Deletion: You can request that we delete your personal information, subject to certain legal obligations.

Opt-Out: You can opt out of receiving marketing communications from us at any time by following the unsubscribe instructions in those communications.

6. Children’s Privacy

Our services are not intended for children under the age of 13, and we do not knowingly collect personal information from children under 13. If we become aware that we have collected personal information from a child under 13, we will take steps to delete such information.

7. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date. You are advised to review this Privacy Policy periodically for any changes.

8. Contact Us

If you have any questions about this Privacy Policy, please contact us:

By email: [email protected] phone:781-205-0905By mail: 480 Lincoln Ave, Ste 2, Saugus, MA 01906

Olive Branch Financial Services in Saugus, MA

At Olive Branch Financial Services Inc., we specialize in providing comprehensive financial services designed to help businesses and individuals thrive. Our expertise spans accounting, tax preparation, financial planning, bookkeeping, and business setup, making us a one-stop solution for all your financial needs.

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Contact Us

  • (781) 506-1645

  • (617) 461-1545 (WhatsApp Only)

  • 480 Lincoln Ave

  • Monday - Friday, 8:00 am - 5:00 pm

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