JBH Financial Services ("JBH Financial Services," "JBH," "we," "our," or "us") respects the privacy of our clients, prospective clients, and website visitors. We collect and use information as reasonably necessary to provide requested services, communicate with you, operate our business, meet legal and regulatory requirements, and protect our clients and systems.
1. Information We Collect
Depending on your interaction with JBH Financial Services and the services you request, we may collect information such as:
- Name, mailing address, email address, and telephone number;
- Account, client portal, and service-related information;
- Tax and financial information necessary to provide requested services;
- Business and employment information;
- Documents and information that you voluntarily submit to us;
- Appointment, communication, and customer service records;
- Payment and transaction-related information; and
- Website and technology information such as browser, device, and usage data.
2. How We Use Your Information
We may use information we collect to:
- Provide, administer, and support services you request;
- Process documents and service-related information;
- Manage appointments, client accounts, and secure portal access;
- Send service updates, reminders, requests, and notifications;
- Respond to questions and provide customer support;
- Process payments and maintain business records;
- Improve our website, systems, services, and client experience;
- Protect against fraud, unauthorized activity, and security threats; and
- Comply with applicable legal, tax, regulatory, and professional obligations.
3. Text Messaging & SMS Privacy
If you voluntarily opt in to receive text messages from JBH Financial Services, we may use your mobile number to send communications related to services you have requested.
SMS Consent & Mobile Information
Text messages may include document or information requests, appointment reminders, account and client portal notifications, service status updates, deadline reminders, and customer service communications.
Message frequency varies. Message and data rates may apply. You may reply STOP at any time to opt out of text messages or HELP for assistance.
Mobile information, including phone numbers and SMS opt-in consent data, will not be sold, rented, or shared with third parties or affiliates for their own marketing or promotional purposes.
We may share information with service providers that help us deliver messaging and related business communications when necessary to provide those services. Such providers receive information only as necessary to perform services on our behalf.
Consent to receive text messages is not a condition of purchasing or receiving services from JBH Financial Services.
4. How We Share Information
JBH Financial Services does not sell your personal information. We may disclose information when reasonably necessary to provide requested services, operate our business, comply with law, or protect our legal rights.
Information may be shared with service providers, software platforms, payment processors, professional advisers, government agencies, or other parties when necessary and appropriate for the services you request or as required by law.
Any sharing of mobile information is subject to the SMS privacy protections described above.
5. Information Security
We use reasonable administrative, technical, and organizational safeguards designed to protect personal information from unauthorized access, loss, misuse, alteration, or disclosure. However, no method of electronic transmission or storage can be guaranteed to be completely secure.
Clients should use the secure client portal when submitting sensitive documents or confidential financial information rather than ordinary email or text message whenever a secure upload method is available.
6. Cookies & Website Information
Our website may use cookies or similar technologies to support website functionality, understand site usage, remember preferences, and improve the user experience. Your browser may allow you to limit or disable cookies, although some website features may not function properly as a result.
7. Third-Party Services & Links
Our website, client portal, or communications may contain links to or integrations with third-party websites and services. Those third parties maintain their own privacy practices, and JBH Financial Services is not responsible for the privacy practices or content of websites or services that we do not control.
8. Data Retention
We may retain personal and business information for as long as reasonably necessary to provide services, maintain appropriate business and professional records, comply with legal or regulatory obligations, resolve disputes, and enforce agreements.
9. Your Choices
You may contact us to update certain contact information or communication preferences. You may unsubscribe from eligible email communications using the instructions provided in those messages and may opt out of SMS communications at any time by replying STOP.
10. Children's Privacy
Our website and services are not directed to children for the purpose of independently collecting personal information from them online. We do not knowingly solicit online personal information directly from children without appropriate authorization where required.
11. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our services, business practices, technology, or legal requirements. The updated version will be posted on this page with a revised "Last Updated" date.
Questions About Your Privacy?
If you have questions about this Privacy Policy or our privacy practices, contact:
JBH Financial Services
Email: [email protected]
Website: jbhfinancialservices.com