Last Updated: February 4, 2026
Credence Advisors LLC (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website https://credenceadvisors.cfoservicesnow.com/home, engage with our services, or opt in to receive SMS communications.
1. Information We Collect
We may collect the following categories of personal information:
Contact Information: Name, mobile phone number, email address
Account & Service Information: Details you provide when scheduling appointments or requesting services
SMS Information: Message content, delivery status, opt-in and opt-out records, timestamps
Technical Information: IP address, browser type, device identifiers
Cookies & Usage Data: Information collected through cookies or similar tracking technologies
We collect only the information necessary to operate our services and communicate with you.
2. How We Use Your Information
We use collected information to:
Send transactional and marketing SMS messages you have opted in to receive
Deliver appointment reminders, account-related notifications, and customer support responses
Send promotional or marketing messages such as special offers and discounts only if you have expressly opted in
Manage opt-in, opt-out, and consent preferences
Respond to inquiries and provide customer support
Improve our services and comply with legal, regulatory, and carrier requirements
We do not use your information for purposes that are incompatible with those disclosed at the time of collection.
3. SMS Opt-In Details
By providing your mobile phone number and selecting the appropriate consent checkbox(es), you agree to receive SMS messages from Credence Advisors LLC, including:
Non-marketing (transactional) messages, such as appointment reminders, service-related account messages, and responses to inquiries
Marketing and promotional messages, such as special offers and discounts, only if you have explicitly opted in to marketing messages
Message frequency may vary.
Consent to receive SMS messages is not a condition of purchase.
You may withdraw consent at any time by replying STOP to any message. Reply HELP for assistance.
4. Cookies & Tracking Technologies
We may use cookies or similar technologies to:
Analyze website traffic and usage
Improve website functionality and user experience
Remember user preferences
You can control cookies through your browser settings.
5. Data Security and Handling
We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information, including secure storage and controlled access. While no system can be guaranteed 100% secure, we take commercially reasonable measures to protect your data.
6. User Rights
You have the right to:
Request access to the personal data we hold about you
Request corrections to inaccurate information
Request deletion of your data, subject to legal and operational requirements
Requests may be submitted to:
Email: [email protected]
7. Mobile Information Sharing Statement
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
8. Contact Information
If you have questions about this Privacy Policy, contact us at:
Email: [email protected]
Website: https://credenceadvisors.cfoservicesnow.com/home
Phone: 813-486-5939
Address: 1414 W Swann Ave Tampa FL 33606