Last updated: August 04, 2026
The Financial Professional Group LLC ("we," "us," or "our") operates portfoliofinancialservices-2.proxy.tracklysms.com (the "Site"). This Privacy Policy explains how we collect, use, and protect your personal information when you visit our Site or use our services.
When you register on our site, we may collect personal information you voluntarily provide, including your first name, last name, email address, and mobile phone number. You may also provide additional information when contacting us for support or responding to a survey or promotion.
We may automatically collect certain technical information when you visit our website, including your IP address, browser type and version, operating system, referring URLs, pages viewed, time spent on pages, and cookie identifiers. This information helps us understand how visitors interact with our site and improve the user experience.
Our website uses cookies and similar tracking technologies to enhance your browsing experience, analyze site traffic, and understand visitor behavior. Cookies are small data files stored on your device. We use both session cookies (which expire when you close your browser) and persistent cookies (which remain until deleted or expired). You can control cookie preferences through your browser settings; however, disabling cookies may limit certain features of our site.
We may engage trusted third-party service providers to assist with website hosting, data analytics, email delivery, and SMS message transmission. These providers are contractually obligated to use your information only as necessary to perform services on our behalf and to maintain appropriate confidentiality and security measures. We do not sell or share your personal data, including your phone number, with third parties for their own marketing purposes.
Our website or SMS messages may contain links to third-party websites or services. We are not responsible for the privacy practices, content, or security of any external sites. We encourage you to review the privacy policies of any third-party sites you visit.
We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction. These measures include encrypted data transmission, secure server infrastructure, and access controls limiting who can view personal data. However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security of your information.
You have the right to access, correct, update, or request deletion of your personal information that we hold. You also have the right to opt out of receiving SMS messages at any time by replying STOP to any text message, or by contacting us directly. We will process your request promptly and in accordance with applicable law.
To exercise any of these rights, please contact us at gdonovan@portfoliofinancialservices.com or write to us at 14286 Savannah Pass, San Antonio, TX 78216. We will respond to your request within a reasonable timeframe and in compliance with applicable state and federal regulations.
California Residents (CCPA/CPRA): If you are a California resident, you have the right to request disclosure of the categories and specific pieces of personal information we have collected about you, the categories of sources from which that information was collected, the business purpose for collecting the information, and the categories of third parties with whom we share it. You also have the right to request deletion of your personal information and to opt out of the sale of your personal information. We do not sell personal information. To submit a verifiable consumer request, contact us at gdonovan@portfoliofinancialservices.com. We will not discriminate against you for exercising your privacy rights.
Nevada Residents: Under Nevada law, certain consumers may opt out of the sale of personally identifiable information. We do not currently sell personal information as defined under Nevada law. If you have questions regarding our practices or wish to submit an opt-out request, please contact us at gdonovan@portfoliofinancialservices.com.
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated "Last updated" date. Your continued use of the Site after changes constitutes acceptance of the revised policy.
If you have questions about this Privacy Policy, please contact us: