Privacy policy

1. Overview

This policy explains how Carson Financial Associates Co collects, uses, discloses, and safeguards personal and financial information. We handle financial data under applicable privacy requirements, including the GLBA, FCRA, and TCPA where applicable.

2. Information we collect

Online inquiry data

Name, telephone number, email address, physical address, and general financial notes you provide.

Consultant and financial data

After an inquiry, a dedicated consultant may collect creditor details, balances, payment histories, income records, account numbers, and Social Security numbers under a signed agreement.

Automated website data

IP address, browser and operating-system information, referring pages, cookies, and interaction logs.

3. Restricted information sharing

We do not sell, rent, trade, or lease personal or financial information for marketing or lead generation. Information is shared only for debt verification, service fulfillment, fraud prevention, or legal compliance.

4. Telephone and SMS privacy

By providing a telephone number, you consent to calls or texts about your inquiry. Consent is not a condition of purchase. Mobile information and SMS consent are not shared for promotional purposes. Reply STOP or call 407-784-7679 to opt out.

5. Credit verification

Under your inquiry and any written agreement, you may authorize us to obtain credit reports and verify financial records as needed.

6. Security

We maintain administrative, technical, and physical safeguards designed to protect nonpublic personal information.

7. Your choices

Subject to record-retention requirements, you may request access, corrections, or opt out of specific communications.

8. Contact us