Compass Rose Advisors

Privacy Policy & SMS Terms

This policy explains how Compass Rose Advisors may collect and use personal information, including information related to text-message communications.

Information We May Collect

Compass Rose Advisors may collect personal information that you provide to us, including:

  • Name
  • Phone number
  • Email address
  • Information voluntarily submitted through contact forms

How We May Use Information

Compass Rose Advisors may use the information you provide to:

  • Respond to inquiries
  • Schedule appointments
  • Provide requested information
  • Communicate about client service

Data Sharing

Compass Rose Advisors does not sell personal information.

SMS Privacy

No mobile opt-in or text message consent information will be shared with third parties or affiliates for marketing or promotional purposes.

SMS Communications

If you consent to receive conversational or informational SMS messages from Compass Rose Advisors, you may receive messages related to appointments, requested information, coverage reviews, and client service.

  • Message frequency may vary.
  • Message and data rates may apply.
  • Reply STOP to opt out.
  • Reply HELP for assistance.

Questions About Privacy

If you have questions about this Privacy Policy or SMS communications, please contact Compass Rose Advisors.