Privacy Policy

Effective Date: 2/20/2025

1. How We Collect Your Personal Information

Unico Financial Services ("Company," "we," "us," or "our") collects personal information through the following methods:

• Website forms when you fill out applications, request information, or subscribe to services.
• Cookies and tracking technologies when you visit our website.
• Email correspondence, phone interactions, or other offline communications.
• Third-party service providers who assist us in providing financial services.

2. What Personal Information We Collect
We may collect the following types of personal information:

• Name
• Email address
• Phone number
• IP address
• Financial information (if required for service provision)
• Other data necessary for our services

3. How We Use Your Personal Information

We use your personal information for the following purposes:

• Providing and improving our financial services.
• Communicating with you about your inquiries or transactions.
• Sending marketing communications and promotional offers (only with your consent).
• Ensuring website security and fraud prevention.
• Complying with legal and regulatory requirements.

4. How, Why, and What Personal Information We Share with Third Parties

We do not sell or share your personal information with third parties for marketing purposes. However, we may share information with:

• Service providers who assist in delivering our services.
• Regulatory authorities when required by law.
• Affiliates within our corporate structure to provide you with related services.

5. SMS Consent and Privacy

Your phone number and SMS consent information will never be shared or sold to any third party or affiliates for marketing purposes.

SMS Terms and Conditions

1. SMS Consent Communication

Unico Financial Services respects your privacy and will not share your phone number with third parties for marketing purposes.

2. Types of SMS Communications

By opting in to receive text messages from Unico Financial Services, you agree to receive:

• Appointment reminders
• Transactional updates related to financial services
• Important account notifications

Example Message: “Hello, thank you for contacting Unico Financial Services. How can we assist you today? Reply STOP to opt-out at any time. Message and data rates may apply. For assistance, text HELP or visit https://unicofinancial.com/privacy-policy and https://unicofinancial.com/terms-and-services

3. Message Frequency

Our SMS message frequency may range from 50 to 1,000 text messages daily across all users.

4. Potential Fees for SMS Messaging

Your mobile carrier may charge fees for messages sent and received. These costs vary depending on your mobile service provider, geographical location, and type of message received.

5. Opt-In Method

Customers opt-in for SMS messaging through intake forms on our website at www.unicofinancial.com. Your SMS agreement will not be shared with third parties for marketing purposes.

6. Opt-Out Method

You may opt out of SMS messaging from Unico Financial Services at any time by replying STOP to any received message. Once opted out, you will receive no further SMS communication. To opt back in, reply START.

7. Consent Checkbox on Contact Form

When providing your phone number through our contact form, you must check the following consent box:

“By checking this box, I agree to receive text messages about our accounting and tax services from Unico Financial Services at the phone number provided above. The SMS frequency may vary. Data rates may apply. Text HELP to  for assistance. Reply STOP to opt out of receiving SMS messages from Unico Financial Services. You will receive no further SMS communication.”