Privacy Policy

Effective: June 25, 2026 · Last updated: June 25, 2026 · Graphene Financial Services, LLC

📱 SMS & Text Messaging Policy — A2P Compliant

SMS Communication Privacy Policy

Graphene Financial Services, LLC is committed to protecting your privacy. We collect phone numbers only when provided voluntarily by you through our website forms. This information is used strictly to send you transactional updates, bookkeeping reminders, and occasional marketing promotions related to our financial services.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

You can opt-out of receiving text messages at any time by replying STOP to any message. For help, reply HELP. Message and data rates may apply. Message frequency varies based on your account activity and service tier.

1. Information we collect

We collect personal information you voluntarily provide: name, email, phone number (including mobile for SMS), business revenue range, service interests, and any messages submitted through our website. We do not collect sensitive financial data such as bank account numbers or SSNs through our website.

2. How we use your information

We use your information to respond to inquiries, schedule appointments, send transactional updates and reminders via SMS or email, send occasional marketing communications (with your consent), and improve our services.

3. SMS & text message communications

By providing your phone number, you consent to receive SMS from Graphene Financial Services, LLC including appointment confirmations, bookkeeping updates, financial notifications, and promotional offers.

Opt-Out: Reply STOP at any time. Help: Reply HELP or email [email protected]. Frequency: Up to 4 messages/month. Rates: Standard message and data rates may apply. Sharing: SMS opt-in data is never shared with third parties.

4. Sharing of information

We do not sell, trade, or transfer your personal information to third parties. We may share with trusted service providers under confidentiality agreements, when required by law, or to protect our rights. Your mobile number and SMS opt-in data will never be shared for marketing purposes.

5. Your rights

You may request access, correction, or deletion of your personal information; opt-out of marketing or SMS communications at any time. Contact us at [email protected] or (602) 461-7224.

6. Changes to this policy

We reserve the right to update this Privacy Policy at any time. We will update the "Last Updated" date above. Continued use of our website constitutes acceptance of the revised policy.

Questions? Contact us directly.

[email protected] · (602) 461-7224