Danclare Financial Group ("we", "our", or "us") respects your privacy and is committed to protecting your personal information.
This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website, use our services, or communicate with us
We may collect the following information :
Full Name
Email Address
Phone Number
Mailing Address
Financial and tax-related information (when voluntarily provided)
Technical Information
IP Address
Browser type
Device Information
Website usage data (cookies, analytics)
We use your information to:
Provide tax, accounting, and financial advisory services
Communicate with you regarding appointments and services
Send reminders, updates, and important notices
Improve our website and services
Comply with legal and regulatory requirements
By providing your phone number, you consent to receive:
Appointment reminders
Service updates
Follow-ups related to your inquiry
Message Frequency: Varies based on interaction
Message & Data Rates: May apply
Opt-Out Confirmation:
After texting STOP, you will receive one final confirmation message and no further messages will be sent. To re-subscribe at any time, text START or YES to the same number.
Help: For assistance, text HELP or contact us at [email protected] or 425-400-2774
Carrier Disclaimer: Carriers are not liable for delayed or undelivered messages.
We do not sell or share your phone number with third parties for marketing.
We do not sell your personal information.
We may share your information only with:
Trusted service providers (e.g., CRM, tax software, payment processors)
Government or regulatory authorities when required by law
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
We implement industry-standard security measures to protect your data, including:
Secure client portals
Encrypted systems
Restricted access to sensitive information
However, no system is 100% secure.
You have the right to:
Request access to your data
Request corrections
Request deletion (subject to legal/tax record retention requirements)
We use cookies to:
Improve user experience
Track website performance
Analyze visitor behavior
You can disable cookies through your browser settings.
Our website may contain links to third-party platforms. We are not responsible for their privacy practices.
We may update this policy periodically. Updates will be posted on this page with a revised effective date.
Danclare Financial Group
📧 [email protected]
📞 425-400-2774
📍Danclare Financial Group 22722
29th Drive SE, Suite 100 Bothell, WA 98021