Mercedes Financial Group (“we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you interact with our services, website, and communications.
1. Information We Collect
We may collect the following types of personal information:
Full Name
Phone Number
Email Address
Mailing Address (if applicable)
Financial-related information (only when voluntarily provided)
Appointment details and consultation notes
Communication preferences
This information is collected when you:
Fill out a form on our website or landing page
Schedule a consultation
Communicate with us via phone, SMS, email, or chat
Engage with our ads or marketing campaigns
2. How We Use Your Information
We use your information to:
Schedule and manage consultations
Provide financial education and product recommendations (IUL, Mortgage Protection, etc.)
Communicate with you regarding your inquiries or appointments
Send confirmations, reminders, and follow-ups
Improve our services and customer experience
Comply with legal and regulatory requirements
3. SMS & Communication Consent (A2P Compliance)
By providing your phone number, you agree to receive text messages from Mercedes Financial Group, which may include:
Appointment confirmations and reminders
Follow-up messages
Customer support responses
Important updates related to your request
Message frequency may vary.
Message and data rates may apply.
You can opt out at any time by replying:
STOP to unsubscribe
HELP for assistance
We do not share, sell, or rent your phone number or SMS consent to third parties for marketing purposes.
4. Email Communication
By providing your email, you consent to receive:
Appointment confirmations
Educational content related to financial services
Updates regarding your inquiries
You can unsubscribe at any time by clicking the link in our emails.
5. How We Protect Your Information
We implement appropriate technical and organizational security measures to protect your personal data against unauthorized access, disclosure, or misuse.
6. Sharing of Information
We do not sell, rent, or trade your personal information.
We may share your information only with:
Trusted service providers (e.g., CRM platforms like GoHighLevel)
Licensed agents or advisors within Mercedes Financial Group
Legal authorities if required by law
7. Cookies and Tracking Technologies
Our website may use cookies and tracking technologies to:
Improve user experience
Analyze website performance
Optimize marketing campaigns
You can adjust your browser settings to disable cookies if desired.
8. Your Rights
You have the right to:
Request access to your personal data
Request correction or deletion of your data
Withdraw consent at any time
To make a request, please contact us using the information below.
9. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of those websites.
10. Updates to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.
11. Contact Information
If you have any questions about this Privacy Policy, please contact us:
Mercedes Financial Group
3500 Posner Blvd #1125
Davenport, FL 33837
Phone: (305) 316-8909
Email: [email protected]