Privacy Policy Notice
Effective Date: April 23, 2025
Samsil & Holland, LLC (“we,” “our,” or “us”) is committed to protecting your privacy and maintaining the confidentiality and security of your personal information. This Privacy Policy explains how we collect, use, share, and protect your information when you visit our website or use our services.
1. Information We Collect
We collect the following types of Personally Identifiable Information (PII) when you visit our website, request a consultation, subscribe to communications, or otherwise interact with us:
- Full name
- Email address
- Phone number (including mobile)
- Mailing address
- Financial information provided for consultation purposes
- Any other information you voluntarily submit through forms or communications
We may also collect non-personally identifiable information such as your browser type, device information, and website usage through cookies or analytics tools.
2. How We Use Your Information
We use your information to:
- Provide financial planning and advisory services
- Respond to inquiries and schedule appointments
- Improve website functionality and user experience
- Comply with regulatory requirements
- Communicate with you via email, phone, and SMS text messages, where consent has been given
3. SMS Text Messaging
By providing your mobile number, you consent to receive SMS text messages from us regarding:
- Appointment reminders
- Happy Birthday Messages
You may opt out of text messages at any time by replying “STOP” or by contacting us directly. Message and data rates may apply depending on your mobile carrier.
4. Marketing Communications
With your consent, we may use your contact information to send you promotional emails about:
- New financial services
- Educational resources or webinars
- Newsletters and industry updates
You can unsubscribe from these communications at any time by clicking the unsubscribe link in the email.
5. Information Sharing and Disclosure
We do not sell, rent, or trade your PII. We may share your information with:
- Service providers who assist in delivering our services (e.g., appointment scheduling, secure document management)
- Legal or regulatory authorities as required by law
- Third-party vendors with whom you have requested we share your information
All third parties are obligated to protect your data and only use it for agreed-upon services.
6. Data Security
We implement appropriate physical, electronic, and managerial safeguards to protect your personal information from unauthorized access, disclosure, alteration, or destruction.
7. Your Privacy Choices
You have the right to:
- Access or correct your personal information
- Withdraw consent for marketing or SMS communications
- Request deletion of your information, subject to regulatory retention requirements
8. Contact Us
If you have any questions about this Privacy Policy or your information, please contact us at:
Samsil & Holland, LLC
3140 Parisa Drive, Paducah, KY 42003
270-554-5535
www.samsilholland.com
9. Policy Updates
We may update this Privacy Policy periodically. The “Effective Date” will reflect the most recent revision. We encourage you to review this page regularly.