Stay Connected with Birch Financial Group – Opt-in for SMS Updates!

We want to keep you informed with important updates, reminders, and special announcements that matter to you. By opting into our SMS communication, you’ll receive timely messages directly to your phone, ensuring you never miss critical information about your financial goals and opportunities.

How to Opt-in:

Simply complete the form below and check the box to consent to receiving SMS communications.

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SMS Privacy Policy

Last Updated: September 13th 2024

Birch Financial Group is committed to protecting your privacy and ensuring transparency about how we handle your personal information. This SMS Privacy Policy explains how we collect, use, and protect the information you provide to us when you opt in to receive SMS communications from us.

1. Overview of SMS Program

Our SMS program provides updates, notifications, and promotional messages related to our services. By subscribing to our SMS program, you consent to receive SMS messages at the phone number provided. Message frequency may vary based on your interaction with our service.

2. How We Use Your Information

We may collect the following personal information to facilitate our SMS program:

  • Name
  • Phone number
  • Email address
  • Zip code
3. Methods of Data Collection

We collect personal data through the following methods:

  • Online Forms: Information is collected when you submit a form on our website to subscribe to our SMS program.
  • Physical Forms: Information is collected when you fill out and submit a physical form at one of our locations or events.
4. How We Use Your Personal Data

The personal data we collect is used to:

  • Send you SMS messages related to updates, notifications, and promotional offers.
  • Communicate policy updates and other service-related information.
  • Prospect for new policies and clients, where applicable.
  • Improve our services and tailor our communications to better meet your needs
5. Storage, Maintenance, and Protection of Personal Information

We store and maintain your personal information in secure databases protected by industry-standard security measures. We take appropriate steps to protect your personal data against unauthorized access, disclosure, alteration, or destruction.

6. Sharing Personal Data with Third Parties

We do not share your mobile information with third parties or affiliates for marketing or promotional purposes. Additionally, all the categories of personal data mentioned above exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties under any circumstances.

However, we may share your data with trusted service providers who assist us in operating our SMS program, provided they agree to keep your data confidential and use it solely for the purpose of providing services on our behalf.

7. Managing Your Personal Information

You have the right to access, correct, verify, or remove your personal information at any time. To manage your information, please contact us at [email protected].

Opt-Out Option: If you wish to opt-out of receiving SMS messages, you may do so at any time by replying “STOP” to any of our messages or by contacting us directly at [email protected].Opting out will not affect your other interactions with our services.

8. Contact Us

If you have any questions or concerns regarding this SMS Privacy Policy or our data practices, please contact us at:

Birch Financial Group
149 Emerald St, Suite M2/M3, Keene, NH 03431
(603) 338-3838
[email protected]