Last updated: July 21, 2026
Finsol Advisors (“Finsol”, “we”, “us”) operates finsoladvisors.com. This policy explains what information we collect, how we use it, and the choices you have.
Information we collect
When you submit a form, book a discovery call, create a portal account, or contact us, we collect the information you provide. This may include your name, business name, email address, phone number, annual revenue range, service interest, details about your books, scheduling information, and files you choose to provide. Our website also collects standard analytics data, such as pages visited, device and browser type, referring source, and advertising click identifiers, through cookies and similar technologies.
How we use information
We use your information to respond to your inquiry, calculate or confirm an estimate, schedule and hold discovery calls, set up and deliver services, operate the client portal, process billing, send service-related communications, maintain security, and measure and improve our website and marketing.
How we contact you
If you submit an online inquiry and check the contact-consent box, you authorize Finsol Advisors to respond about your inquiry, estimate, appointments, and services using the email address and phone number you provide, including by email, telephone call, or text message. Message and data rates may apply. You may withdraw consent at any time by replying STOP to a text or contacting us. If we later offer automated promotional calls or texts, we will request separate optional consent where required.
How we share information
We do not sell your personal information. We share it only with service providers that help us operate our website, forms, scheduling, CRM, communications, analytics, secure portal, file storage, and billing, or when disclosure is required by law. These providers may include Hostinger, WordPress and Fluent Forms, Zoho, Google, Meta, Slack, Vercel, Supabase, Stripe, Resend, Zoom, and related infrastructure vendors.
Cookies and advertising
We use cookies and similar technologies for analytics, site functionality, and advertising measurement. You can control cookies through your browser settings. Advertising platforms may receive conversion or click data in aggregated or pseudonymous form.
Your choices
You may request a copy of the personal information we hold about you, ask us to correct it, or ask us to delete it by emailing sales@finsoladvisors.com. We honor applicable rights under Texas and other U.S. state privacy laws. Marketing emails will provide an unsubscribe method, and text-message recipients may reply STOP to opt out.
Data retention and security
We keep lead and client records only as long as reasonably needed for the purposes above or as required for legal, accounting, and tax compliance. We use access controls, encryption in transit, and service-provider security controls designed to protect the information entrusted to us. No internet transmission or storage system can be guaranteed completely secure.
Policy updates
We may update this policy as our services or legal obligations change. The date at the top shows when this policy was last updated.
Contact
Finsol Advisors, 13017 Jess Pirtle Blvd, Unit 150, Sugar Land, TX 77478 · 281-223-1365 · sales@finsoladvisors.com