Privacy Policy
Last Updated: January 1, 2025

Temecula Financial Services, Inc. (“Company,” “we,” “our,” or “us”) values your privacy. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our website. By using our Website, you consent to the terms of this Privacy Policy.

1. Information We Collect

We may collect the following types of information:

• Personal Information: Name, email address, phone number, mailing address, and other details you provide when contacting us or using our services.

• Financial Information: If you engage our tax services, we may collect tax-related documents and financial details as required by law.

• Usage Data: Information about your device, browser type, IP address, and Website usage patterns through cookies and similar tracking technologies.

2. How We Use Your Information

We use the collected information to:

• Provide and manage our tax and financial services.

• Communicate with you about our services, updates, or promotional materials (if you opt-in).

• Improve our Website and user experience.

• Comply with legal and regulatory obligations.

3. Sharing Your Information

We do not sell or rent your personal information. We may share it only under the following circumstances:

• With trusted third-party service providers who assist us in delivering services (e.g., IT support, payment processors, tax software providers).

• If required by law, legal proceedings, or regulatory obligations.

• To protect our rights, privacy, safety, or property.

4. Cookies and Tracking Technologies

We use cookies and similar technologies to improve Website functionality and analyze traffic. You can adjust your browser settings to decline cookies, but doing so may affect your user experience.

5. Data Security

We take reasonable measures to protect your personal information from unauthorized access, disclosure, or misuse. However, no data transmission over the internet is completely secure, and we cannot guarantee absolute security.

6. Your Rights and Choices

You have the right to:

• Request access to or correction of your personal information.

• Opt-out of marketing communications.

• Request the deletion of your personal data, subject to legal requirements.

To exercise these rights, contact us using the details below.

7. Third-Party Links

Our Website may contain links to external websites. We are not responsible for their privacy practices, and we encourage you to review their privacy policies before providing any personal information.

8. Children’s Privacy

Our Website and services are not intended for individuals under 18 years old. We do not knowingly collect information from minors.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with the updated date. Your continued use of the Website constitutes acceptance of the revised policy.

10. Contact Us

For questions regarding this Privacy Policy, please contact us at:

Temecula Financial Services, Inc.
43471 Ridge Park Dr. Ste D
Temecula, CA 92590
bob@temeculafinancial.com
951-694-9878

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