Privacy Policy

We recognize that you may be concerned about our use and disclosure of your personal information. Your privacy is very important to us, and the following will inform you of the information that we, Roman Financial Services, may collect from you, and how it is used. By using our website, www.romanfinancialservices.com, you are accepting the practices described in this policy.

Sharing

We will not sell or otherwise provide the information we collect to outside third parties for the purpose of direct or indirect mass email marketing.

Consent

By using our website, you hereby consent to our Privacy Policy and agree to its terms.

Personal data we collect and how we use it

As further explained below, we collect and process personal data only for lawful reasons, such as when the processing is necessary to perform a contract, like the Terms of Service, and our legitimate business interests, such as improving, personalizing, marketing, and developing products & services and promoting safety and security.

Information You Provide to Us

Inquiries and Other Data: When you contact us through chat, online contact form on our website or through email or any other communication mechanism, you typically provide your name, email, the subject matter of your inquiry, and any other information you choose to provide at your option.

Website testimonials, comments, posts: if you leave a comment, blog post, testimonial or contribute an article on our website, you may have the option to provide a profile picture (or “Gravatar”), display name, website (URL), and other content or information at your option. Please note that any information you post to our website can be publicly available.

No Sensitive Information: Never provide any sensitive personal data when using the Services or communicating with us – such as social security numbers, health or medical information, racial or ethnic origin, political opinions, religious or philosophical beliefs, trade union membership, or data concerning a person’s sex life or sexual orientation. We do not intentionally process highly sensitive personal data and reserve the right to reject or delete it.

How we use your information

We use the information we collect in various ways, including to:

  • Provide, operate, and maintain our website

  • Understand and analyze how you use our website

  • Send you promotional texts & emails

  • Communicate with you, either directly or through one of our partners, including for customer service, to provide you with updates and other information relating to the website, and for marketing and promotional purposes

Roman Financial Services is a full-service financial wellness company based out of West Palm Beach, Florida. We offer a range of financial planning. Whether your goal is to plan for retirement at an early age, restructure your existing investment portfolio or to ensure you have enough life insurance for your loved ones, we are here to help.