(608) 738-4817 solutions@bixbyfs.com

Privacy Policy

Privacy Policy

Privacy Policy

Effective Date: July 10, 2026

Bixby Financial Solutions (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect, how we use it, who we share it with, and the choices you have. This policy applies to bixbyfs.com and any forms, scheduling tools, or communications connected to our website.

By using our website or submitting information to us, you agree to the terms of this Privacy Policy.

1. Information We Collect

We may collect the following types of information:

Information you provide directly, such as when you fill out a contact form, request a consultation, submit a lead form (including forms on Facebook/Instagram), or book an appointment through Calendly:

  • Name
  • Phone number
  • Email address
  • Business name (if applicable)
  • Information related to your financial situation, debt, income, or insurance needs, depending on which service you inquire about

Information collected automatically, when you visit our website:

  • IP address
  • Browser type and device information
  • Pages visited and time spent on our site
  • Referring website or ad source

Information from third parties, such as when a lead is submitted through a Meta (Facebook/Instagram) lead form, or when a scheduling tool like Calendly shares your booking details with us.

We do not knowingly collect more information than is necessary to respond to your inquiry or provide the services you’ve requested.

2. How We Use Your Information

We use the information we collect to:

  • Respond to your inquiries and provide information about our services
  • Match you with appropriate financial, lending, debt resolution, or insurance solutions
  • Schedule consultations and appointments
  • Communicate with you by phone, text, or email regarding your inquiry
  • Improve our website and marketing efforts
  • Comply with legal, licensing, and regulatory obligations

3. How We Share Your Information

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

  • Lenders, funders, carriers, and program partners relevant to the service you inquired about (for example, MCA funders, insurance carriers such as Ethos, or wellness program partners such as FinFit), solely to evaluate or fulfill your request
  • Service providers who help us operate our business, such as scheduling tools (Calendly), email providers, and marketing/advertising platforms (such as Meta)
  • Legal and regulatory authorities, when required by law, subpoena, or to protect our legal rights
  • A successor entity, in the event of a business transfer, merger, or acquisition

Any third party we share information with is expected to handle it responsibly and only use it for the purpose it was shared.

4. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to understand how visitors use our site and to support advertising efforts (including Meta Pixel or similar tools used to measure ad performance). You can control cookies through your browser settings, though disabling them may affect site functionality.

5. Communication Consent

By submitting a form on our website or through a linked lead form, you consent to be contacted by Bixby Financial Solutions by phone, text message, or email regarding your inquiry, even if your number is on a state or federal Do Not Call registry. Message and data rates may apply for text communications. You may opt out of text or email communications at any time by replying “STOP” to a text message or using the unsubscribe link in any email.

6. Data Security

We take reasonable administrative, technical, and physical measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

7. Your Choices and Rights

You may:

  • Request to know what personal information we have collected about you
  • Request correction or deletion of your information, subject to legal and regulatory recordkeeping requirements
  • Opt out of marketing communications at any time
  • Contact us with any privacy-related questions or requests using the information below

Depending on your state of residence, you may have additional rights under applicable state privacy laws.

8. Children’s Privacy

Our website and services are intended for individuals who are at least 18 years old. We do not knowingly collect personal information from anyone under 18.

9. Third-Party Links

Our website may contain links to third-party websites, such as partner or scheduling sites. We are not responsible for the privacy practices of those third parties, and we encourage you to review their privacy policies separately.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised effective date. Your continued use of our website after changes are posted constitutes acceptance of those changes.

11. Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact us:

Bixby Financial Solutions Phone: (608) 738-4817 Email: solutions@bixbyfs.com Website: https://bixbyfs.com

This policy is a general website privacy notice. It does not replace any financial privacy notice required under the Gramm-Leach-Bliley Act (GLBA) or other lending/insurance-specific disclosures that may apply to your licensed activities. Please confirm those requirements separately.