Privacy Policy

Effective Date: October 06, 2025

At MB Financial Solutions PLLC, we respect your privacy and are committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website or use our services.

1. Information We Collect

We may collect the following types of information:

Personal Information: Name, email address, phone number, mailing address, state of residence, and other information you voluntarily provide through contact forms, consultations, or service requests.

Financial & Insurance Information: Limited details necessary to provide insurance and tax education services (only when you choose to provide them).

Technical Information: IP address, browser type, device information, and website usage data through cookies or analytics tools.

2. How We Use Your Information

We use your information to:

Provide insurance, tax education, and financial literacy services.

Respond to inquiries, schedule consultations, and deliver requested materials.

Improve our website, services, and client communication.

Comply with applicable legal, regulatory, and licensing requirements.

We do not sell your personal information to third parties.

3. Sharing Your Information

We may share your information only with:

Service Providers: Trusted third-party vendors (e.g., website hosting, scheduling, secure email) who assist us in operating our business.

Legal Requirements: If required by law, regulation, or court order.

Consent-Based Sharing: With your explicit permission for referrals or collaboration with other professionals (e.g., CPAs, attorneys, or carriers).

4. Your Privacy Rights (Including CCPA for California Residents)

If you are a California resident, you have the right to:

Request disclosure of the categories and specific pieces of personal information we have collected about you.

Request deletion of your personal information (subject to certain exceptions, such as legal or regulatory obligations).

Opt-out of the sale of your personal information (note: MB Financial Solutions does not sell personal information).

Not be discriminated against for exercising your privacy rights.

To exercise your rights, contact us at: [email protected].

5. Data Security

We use reasonable physical, technical, and administrative safeguards to protect your personal information. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

6. Cookies & Tracking

We may use cookies, analytics, or similar tools to enhance user experience and track website performance. You can control cookies through your browser settings.

7. Children’s Privacy

Our services are not directed to children under age 13. We do not knowingly collect information from children. If we learn that we have inadvertently collected information from a child, we will delete it promptly.

8. Links to Other Websites

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

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.

10. Contact Us

If you have questions or concerns about this Privacy Policy or your personal information, please contact us at:

MB Financial Solutions PLLC

Email: [email protected]
Phone: 360-791-4318
Address: 13831 Northwest Freeway, Suite 215, Houston, TX US 77040