(Transparent)(BOLD).png/:/rs=h:182,cg:true,m/qt=q:95){kind=logo}
Privacy Policy
Last Updated: October 2025
1. Introduction
Oakfront Financial Services (“we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website, communicate with us, or apply for insurance or financial products through our firm.
By using our website or services, you agree to the practices described in this Privacy Policy.
2. Information We Collect
We may collect the following types of information:
- Personal Identifiable Information (PII): Name, date of birth, address, phone number, email address, Social Security number, and other identifiers provided during consultations, applications, or communications.
- Health Information: Only when required to complete a health insurance or Medicare application, in compliance with federal and state regulations.
- Financial Information: Such as income or banking details when necessary to quote or enroll you in specific insurance or annuity products.
- Technical Information: Our website may automatically collect non-personal information such as your IP address, browser type, device type, and referring website. GoDaddy and third-party service providers may also use cookies or similar technologies to improve website performance and user experience.
3. How We Use Your Information
We use collected information to:
- Respond to your inquiries and provide requested services or quotes.
- Process insurance and financial product applications.
- Communicate policy updates, renewals, or related information.
- Comply with applicable laws, regulations, and carrier requirements.
- Improve our website, marketing, and service delivery.
We do not sell your personal information to any third party.
4. Information Sharing and Disclosure
We may share your information only as needed to provide services or meet legal requirements, including:
- Insurance Carriers: To process applications and maintain policies.
- Regulatory or Legal Authorities: When required by law or for fraud prevention.
- Service Providers: Such as website hosting or secure form providers (e.g., GoDaddy), who support our operations and are obligated to maintain confidentiality.
We do not share personal data with marketing partners, affiliates, or other third parties unrelated to your requested services.
5. Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, use, or disclosure. While we strive to protect all personal data, no system or transmission over the internet is completely secure.
6. Your Rights and Choices
You may request to:
- Review or correct your personal information.
- Withdraw consent for communications or marketing.
- Request deletion of non-essential personal data (subject to legal or contractual retention obligations).
To exercise these rights, contact us at:
Javier@oakfrontfinancial.com
512-410-9981
7. Cookies and Website Tracking
Our website, hosted by GoDaddy, may use cookies and analytics tools to understand site traffic and user behavior. Cookies help enhance website functionality and performance. You can modify your browser settings to decline cookies if you prefer.
8. Retention of Information
We retain your information only as long as necessary to fulfill the purposes described in this policy, comply with legal obligations, or maintain business records.
9. Children’s Privacy
Our website and services are not intended for individuals under the age of 18. We do not knowingly collect personal information from minors.
10. Updates to This Policy
We may update this Privacy Policy periodically. Any revisions will be posted on this page with a new effective date. Continued use of our website or services constitutes acceptance of any changes.
11. Contact Us
If you have questions or concerns about this Privacy Policy or our data practices, please contact:
Oakfront Financial Services
Attn: Privacy Officer
Javier@oakfrontfinancial.com
512-410-9981
Based in Edinburg, Texas
Oakfront Financial Services
10125 North 10th Street suite d, McAllen, TX, USA
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.