PRIVACY POLICY

1. Introduction

Kelly & Kelley LLP ("Company," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website kellyandkelleyllp.com, use our financial services, or communicate with us.

2. Information We Collect

We may collect the following categories of personal information:

• Contact Information: Name, email address, phone number, and mailing address.
• Financial Information: Information related to your financial needs and goals as provided during consultations.
• Communication Data: Records of your communications with us, including emails, messages, and form submissions.
• Device & Usage Data: IP address, browser type, operating system, pages visited, and other technical data collected automatically.
• Consent Records: Records of consent you provide, including SMS/MMS messaging opt-in preferences.

3. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our financial services
• Respond to your inquiries and fulfill your requests
• Send transactional and administrative communications
• Send marketing and promotional communications (with your consent)
• Comply with legal and regulatory obligations
• Detect and prevent fraud or other unlawful activity

4. SMS/MMS Messaging Policy

When you opt in to receive SMS/MMS messages from Kelly & Kelley LLP, you consent to receive recurring marketing and promotional text messages sent using an automated telephone dialing system (ATDS). These messages may include offers, updates, and information about our financial products and services.

Message Frequency: Message frequency varies; you may receive up to 4 messages per month.

Costs: Message and data rates may apply. Please contact your wireless carrier for details regarding your messaging plan.

Opt-Out: You may opt out of receiving SMS/MMS messages at any time by replying STOP to any message you receive from us. After opting out, you will receive a one-time confirmation message.

Help: For assistance, reply HELP to any message or contact us at kelly@kellyandkelleyllp.com.

Consent is NOT a condition of purchase. You are not required to consent to SMS messaging as a condition of purchasing any goods or services from Kelly & Kelley LLP.

5. Information Sharing & Disclosure

We do not sell your personal information. We may share your information with:

• Service Providers: Third parties who perform services on our behalf (e.g., email delivery, analytics, SMS messaging platforms).
• Legal Requirements: When required by law, subpoena, or other legal process.
• Business Transfers: In connection with a merger, acquisition, or sale of assets.
• With Your Consent: When you have given us explicit permission to share your information.

6. Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet or electronic storage is completely secure, and we cannot guarantee absolute security.

7. Cookies & Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your browsing experience and collect usage data. You may control cookie preferences through your browser settings. Disabling cookies may affect the functionality of certain features on our website.

8. Your Rights

Depending on your jurisdiction, you may have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your personal information
• Opt out of marketing communications
• Withdraw consent for SMS/MMS messaging

9. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those external sites. We encourage you to review the privacy policies of any third-party websites you visit.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Last Updated" date. We encourage you to review this page periodically for the latest information on our privacy practices.

11. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us at:

Kelly & Kelley LLP
Email: kelly@kellyandkelleyllp.com