Privacy Policy

Ortiz Financial Services ("OFS," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard the information you provide when you visit our website or contact us through our inquiry form.

1. Information We Collect

When you submit an inquiry through our contact form, we collect the following information:

• ✦Full Name — to address you properly in our response.
• ✦Business Name (optional) — to understand the context of your inquiry.
• ✦Email Address — to send you a reply to your inquiry.
• ✦Phone Number (optional) — to follow up by phone if you prefer.
• ✦Service Needed — to route your inquiry to the appropriate service area.
• ✦Message — the details of your question or situation.

We do not collect sensitive financial data, Social Security numbers, tax records, or payment information through this website.

2. How We Use Your Information

We use the information you provide solely to:

• ✦Respond to your inquiry within 1–2 business days.
• ✦Determine which services may best meet your needs.
• ✦Contact you by email or phone to discuss your situation.

We do not use your information for marketing, newsletters, or automated communications unless you explicitly request them.

3. How We Share Your Information

We do not sell, rent, or trade your personal information to third parties.

Your inquiry is processed through Web3Forms (web3forms.com), a third-party form submission service that transmits your form data to our business email. Web3Forms processes your data solely for delivery purposes and does not use it for advertising. You can review their privacy policy at web3forms.com/privacy.

We may disclose your information only if required by law or to protect the rights and safety of our business or others.

4. Cookies and Tracking

This website does not use cookies, tracking pixels, or third-party analytics services. We do not track your behavior across websites or over time.

5. Data Retention

Inquiry information is retained only as long as necessary to respond to your request and conduct business. If no engagement results from your inquiry, we do not retain your information beyond the scope of our correspondence.

6. Data Security

We take reasonable precautions to protect the information you share with us. Inquiries are delivered over encrypted connections (HTTPS). However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

7. Children's Privacy

This website is not directed to individuals under the age of 13. We do not knowingly collect personal information from children.

8. Your Rights

You have the right to:

• ✦Request access to the personal information we hold about you.
• ✦Request correction or deletion of your information.
• ✦Opt out of any future communications from us at any time by replying to any email with "Unsubscribe."

To exercise any of these rights, contact us at the email below.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be reflected on this page with an updated effective date. We encourage you to review this page periodically.

10. Contact Us

If you have questions or concerns about this Privacy Policy, please contact us: