Privacy Policy

Effective Date: January 1, 2025  |  Last Updated: January 1, 2025

1. Introduction

Marshal Ford Advisory LLC ("Marshal Ford Advisory," "we," "us," or "our") is committed to protecting the privacy and security of your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard information when you visit our website at marshalfordadvisory.com, submit inquiries, or interact with our services.

By using our website or providing your information to us, you agree to the practices described in this Privacy Policy. If you do not agree with any part of this policy, please do not use our website or services.

We are a direct lender located at 4000 Horizon Hill Blvd, Suite 1008, San Antonio, TX 78229, and we operate in compliance with applicable state and federal laws governing financial services and consumer privacy.

2. Information We Collect

Information You Provide Directly

We collect information that you voluntarily provide when you interact with our website or services, including:

  • Name, email address, and mobile phone number
  • Business name, business type, and industry
  • Funding amount requested and purpose of financing
  • Annual revenue, time in business, and other financial information relevant to your funding request
  • Any additional information you include in messages or communications with us

Information Collected Automatically

When you visit our website, we may automatically collect certain technical information, including:

  • IP address and approximate geographic location
  • Browser type, version, and settings
  • Device type and operating system
  • Pages visited, time spent on pages, and referring URLs
  • Cookie identifiers and similar tracking data

3. How We Use Your Information

We use the information we collect for the following purposes:

  • To process and evaluate your funding inquiry or loan application
  • To communicate with you about your application status, funding options, and our services
  • To send you marketing and informational content about our financial products and services, where you have provided consent
  • To send SMS/text message communications where you have provided express written consent
  • To improve our website, services, and customer experience
  • To comply with applicable laws, regulations, and legal obligations
  • To prevent fraud and ensure the security of our services
  • To respond to your questions, comments, or requests

4. Information Sharing and Disclosure

We value your privacy and take seriously our responsibility to protect your personal information. The following describes how we may share your information:

Service Providers

We may share your information with trusted third-party service providers who assist us in operating our business, such as technology providers, email service providers, and data analytics companies. These providers are contractually obligated to protect your information and use it only for the purposes we specify.

Legal Requirements

We may disclose your information when required to do so by law, regulation, legal process, or governmental request, or when we believe disclosure is necessary to protect our rights, your safety, or the safety of others.

Business Transfers

In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred to the acquiring entity, subject to the same privacy protections described in this policy.

No Sale of Personal Information: We do not sell, rent, or trade your personal information to any third parties for their own marketing purposes.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

5. SMS/Text Message Communications

Marshal Ford Advisory LLC offers an optional SMS/text messaging program that allows us to communicate with you about our financial products, services, and offers. Participation in this program is entirely voluntary and requires your express written consent.

SMS Program Terms

Consent: By opting into our SMS program, you expressly consent to receive recurring marketing and promotional SMS/MMS messages from Marshal Ford Advisory LLC, including offers, updates, and information about our financial products and services, sent using an automated telephone dialing system (ATDS).

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

Rates: Message and data rates may apply, depending on your mobile carrier plan.

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

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

Not a Condition of Purchase: Consent to receive SMS messages is NOT a condition of obtaining any product or service from Marshal Ford Advisory LLC.

  • Supported carriers include but are not limited to: AT&T, Verizon, T-Mobile, Sprint, Boost Mobile, and MetroPCS. Carrier support may vary.
  • We are not responsible for delayed or undelivered messages due to factors outside our control.
  • SMS opt-in data and consent information will not be shared with any third parties for marketing purposes.

For additional information about our SMS program, please contact us at mark@marshalfordadvisory.com.

6. Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

  • Secure Socket Layer (SSL) encryption for data transmission
  • Restricted access to personal information on a need-to-know basis
  • Regular review of our data collection, storage, and processing practices
  • Physical and electronic security protocols for our systems

While we take reasonable precautions to protect your information, no security system is impenetrable. We cannot guarantee the absolute security of your information transmitted to our website. Any transmission of personal information is at your own risk.

7. Your Rights and Choices

You have certain rights regarding your personal information:

  • Access: You may request a copy of the personal information we hold about you.
  • Correction: You may request that we correct inaccurate or incomplete information.
  • Deletion: You may request deletion of your personal information, subject to certain legal exceptions.
  • Opt-Out of Marketing: You may unsubscribe from marketing emails at any time by clicking the unsubscribe link in any email or contacting us directly.
  • Opt-Out of SMS: You may opt out of SMS messages by replying STOP to any message or contacting us at mark@marshalfordadvisory.com.
  • Do Not Track: Our website does not currently respond to "Do Not Track" browser signals.

To exercise any of the above rights, please contact us at mark@marshalfordadvisory.com. We will respond to your request within a reasonable time frame and in accordance with applicable law.

8. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your browsing experience and analyze website usage. Cookies are small text files placed on your device when you visit our website.

We use the following types of cookies:

  • Essential Cookies: Necessary for the basic functioning of the website.
  • Analytics Cookies: Help us understand how visitors use our website so we can improve the user experience.
  • Marketing Cookies: Used to deliver relevant advertising and track marketing campaign effectiveness.

You can control or disable cookies through your browser settings. However, disabling certain cookies may limit your ability to use some features of our website.

9. Children's Privacy

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that we have inadvertently collected information from a child under 18, we will take steps to delete that information promptly. If you believe we may have collected information from a minor, please contact us immediately at mark@marshalfordadvisory.com.

10. Changes to This Policy

We reserve the right to update or modify this Privacy Policy at any time. Changes will be effective immediately upon posting to our website with an updated effective date. We encourage you to review this policy periodically to stay informed about how we protect your information. Your continued use of our website following any changes constitutes your acceptance of the revised policy.

11. Contact Us

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

Marshal Ford Advisory LLC
4000 Horizon Hill Blvd, Suite 1008
San Antonio, TX 78229
Phone: 210-378-1209
Email: mark@marshalfordadvisory.com

We are committed to resolving any concerns about your privacy and will respond to your inquiry within a reasonable time.