Legal Notices

Privacy Policy & Terms of Service

Effective as of 12/1/2025

Third Echelon Financial Group

1. Introduction

Third Echelon Financial Group (“we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This policy outlines how we collect, use, and safeguard your information, including SMS communications.


2. Information We Collect

We may collect the following information when you interact with us:

  • Name
  • Phone number
  • Email address
  • Service-related details
  • Any information voluntarily provided by you

3. How We Use Your Information

Your information is used solely for:

  • Providing requested services
  • Communicating regarding your account or service
  • Scheduling, updates, and follow-ups
  • Internal operational purposes

4. SMS Communications & Consent

By providing your phone number and opting in through our website, phone, or in-person interactions, you consent to receive SMS messages from Third Echelon Financial Group.

Types of Messages You May Receive:

  • Appointment or service updates
  • Account notifications
  • Status updates related to your request
  • Customer support communications

Message Frequency:

Message frequency may vary based on your interaction with our services.

Message & Data Rates:

Standard message and data rates may apply based on your mobile carrier.


5. Opt-In Methods

You may opt in to receive SMS messages through the following methods:

  • Submitting a form on our website
  • Providing verbal consent during a phone call
  • Providing consent during in-person interactions

At the time of opt-in, you are informed of SMS terms, including message frequency, rates, and opt-out instructions.


6. Opt-Out Instructions

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

  • STOP – to unsubscribe
  • HELP – for assistance

Once you opt out, you will no longer receive SMS messages unless you opt back in.


7. Privacy & Data Sharing

We respect your privacy.

Your mobile information will not be sold, rented, or shared with third parties for promotional or marketing purposes.

Information may be shared with trusted service providers only as necessary to deliver the services you request. These providers are obligated to protect your information and use it solely for operational purposes.


8. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information.


9. Changes to This Policy

We may update this policy from time to time. Any changes will be posted on this page with an updated effective date.


10. Contact Information

If you have any questions about this policy or your data, please contact:

Third Echelon Financial Group
Phone: (Insert Your Phone Number)
Email: (Insert Your Email Address)

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