Privacy Policy

Effective Date: 1/1/2026 (updated 10/1/2026)

Roger Fishel Financial (“we”, “our”, or “us”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website.

1. Information We Collect

We may collect the following information when you fill out forms or interact with our site:

  • Full name

  • Email address

  • Phone number

  • Date of birth

  • Health-related information (when provided)

2. How We Use Your Information

We use your information to:

  • Provide and manage services

  • Send you marketing communications related to our offerings

  • Improve user experience and site functionality

  • Analyze trends and performance via tools like Google Analytics

  • Send you text messages (SMS) you have agreed to receive, such as responses to your inquiries, appointment reminders and follow-up information

3. Data Sharing and Disclosure

We do not sell or rent your personal information to third parties. We may share your information with trusted service providers (e.g., CRM systems, email platforms, analytics providers) who assist us in operating our business, subject to confidentiality agreements.

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

4. Use of Cookies and Analytics

We use cookies and similar technologies to track activity on our website and improve user experience. This includes data collected through Google Analytics.

5. Your Choices

You may opt out of marketing emails by following the unsubscribe link in those emails. You may opt out of text messages at any time by replying STOP. You may also disable cookies through your browser settings.

6. Text Messaging (SMS)

If you provide your mobile number and agree to receive text messages from Roger Fishel Financial, for example through our website chat, forms or calculators, we may send you text messages related to your inquiry, appointment reminders, and information about our services. Consent to receive text messages is not a condition of any purchase.

  • Message frequency varies.

  • Message and data rates may apply.

  • Reply STOP to unsubscribe at any time. After you reply STOP, you will receive one final message confirming that you have been unsubscribed.

  • Reply HELP for help, or contact us at (407) 974-7100 or rfishel@rogerfishel.com.

  • Mobile carriers are not liable for delayed or undelivered messages.

We do not sell, rent or share your mobile phone number or text messaging consent with third parties or affiliates for their marketing purposes. See our Terms and Conditions for the full terms of our text messaging program.

7. Security

We take reasonable measures to protect your personal data, but no method of transmission over the Internet is 100% secure.

8. Children’s Privacy

Our site is not intended for children under 13. We do not knowingly collect data from anyone under this age.

9. Changes to This Policy

We may update this policy from time to time. The effective date will always be posted at the top.

10. Contact Us

For questions or concerns about this policy, please contact us at:
rfishel@rogerfishel.com
Roger Fishel Financial, 601 Market St #470494, Kissimmee, FL 34747
(407) 974-7100

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By submitting, you agree to receive emails and text messages from Roger Fishel Financial. Msg and data rates may apply. Reply STOP to opt out. We never sell your information.