Privacy Policy

Last Updated: October 9, 2026

Teleios Financial Partners respects your privacy and is committed to protecting the personal information you provide to us.

This Privacy Policy explains how we collect, use, protect, and disclose information obtained through our website, forms, communications, and other interactions with us.

Information We Collect

We may collect personal information that you voluntarily provide to us, including:

Name

Email address

Telephone number

Mailing address

Information submitted through website forms

Information provided when scheduling an appointment or requesting information

Other information you choose to provide to us

We may also collect certain technical information when you visit our website, such as browser type, device information, IP address, pages visited, and other website usage information.

How We Use Your Information

We may use the information we collect to:

Respond to your questions or requests

Schedule and manage appointments

Provide information about our services

Send administrative or client-service communications

Send educational materials, company updates, event information, or marketing communications when you have provided appropriate consent

Maintain and improve our website and services

Comply with applicable legal, regulatory, and compliance obligations

SMS and Mobile Information

If you provide your mobile telephone number and separately consent to receive text messages from Teleios Financial Partners, we may use your number to send the types of messages for which you have provided consent.

Message frequency may vary. Message and data rates may apply. You may reply STOP to any text message to opt out of future text messages. You may reply HELP for assistance.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Your consent to receive text messages is not a condition of purchasing any product or service.

Sharing of Information

We may disclose personal information to service providers that assist us in operating our business, maintaining our website, communicating with clients, or providing other business-support services.

We may also disclose information when required by law, regulation, legal process, regulatory authority, or when reasonably necessary to protect our rights or the rights of others.

We do not sell your personal information for third-party marketing purposes.

SMS opt-in information and consent are handled as described in the SMS and Mobile Information section above.

Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, or destruction.

However, no electronic transmission or storage method can be guaranteed to be completely secure.

Cookies and Website Technologies

Our website may use cookies or similar technologies to improve website functionality, understand website usage, and enhance the user experience.

Your browser may allow you to control or disable cookies through its settings.

Third-Party Websites

Our website may contain links to third-party websites. Teleios Financial Partners is not responsible for the privacy practices, security, or content of third-party websites.

Your Choices

You may choose not to provide certain personal information, although doing so may prevent us from responding to certain requests or providing particular services.

You may unsubscribe from email marketing communications by using the unsubscribe link included in those communications.

You may opt out of SMS communications at any time by replying STOP.

Changes to This Privacy Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with an updated “Last Updated” date.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact:

Teleios Financial Partners
1900 S. Harbor City Blvd. Suite 328
Phone: 321-213-3000
Email: [email protected]