Privacy Policy Insurance Broker & Tax Advisor

 At Diversified Financial LLC, we are committed to protecting the privacy and confidentiality of our clients' personal and financial information. This Privacy Statement outlines how we collect, use, and safeguard the information you provide to us. Collection of Personal Information: We may collect personal information from you when you engage our services, visit our website, or communicate with us. This information may include but is not limited to your name, address, contact details, social security number, financial information, and other relevant data necessary for the provision of our services. Use of Personal Information: We use the personal information we collect for the following purposes: 

• 1. To provide the services you have requested and fulfill our contractual obligations.
• 2. To communicate with you regarding your tax matters or any updates related to our services. 
• 3. To comply with legal and regulatory requirements.
• 4. To improve our services and enhance your experience with Diversified Financial LLC

Protection of Personal Information: 

We take reasonable measures to protect the personal information we collect from unauthorized access, disclosure, alteration, or destruction. We have implemented physical, technical, and administrative safeguards to ensure the security and confidentiality of your information. 

Disclosure of Personal Information: 

We do not disclose your personal information to third parties except in the following circumstances:

•  1. To trusted third-party service providers who assist us in delivering our services and conducting our business operations.
• 2. To comply with legal obligations, such as responding to court orders or government requests. 
• 3. With your consent, when required or permitted by law. Retention of Personal Information: We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, unless a longer retention period is required or permitted by law. 

Your Rights: 

You have the right to access, correct, or delete your personal information in our records. If you wish to exercise any of these rights, please contact us using the contact information provided below.:

• If you have any questions or concerns about our privacy practices or this Privacy Statement, please contact us at: Diversified Financial LLC Address: 514 Oglethorpe Blvd Albany, Ga 31701 Phone:  229-646-2102 Email:support@diversefinances.com 

Updates to the Privacy Statement: 

We may update this Privacy Statement from time to time to reflect changes in our privacy practices. We encourage you to review this statement periodically for any updates.

By engaging our services or using our website, you acknowledge that you have read and understood this Privacy Statement and consent to the collection, use, and disclosure of your personal information as described herein.