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Privacy Policy

Last updated: July 10, 2026

American Portfolios Financial Services, Inc. ("we," "us," or "our") operates portfoliofinancialservices.approval.tlrk.us (the "Site"). This Privacy Policy explains how we collect, use, and protect your personal information when you visit our Site or use our services.

Information We Collect

When you opt in to the PFS Digital Services SMS program, we collect personal information that you voluntarily provide, including your full name, email address, mobile phone number, and any other information you submit through our opt-in form at portfoliofinancialservices.approval.tlrk.us. We collect this information solely to administer the SMS messaging program and to communicate with you as described in this Privacy Policy.

When you visit our website, we may automatically collect certain technical information, including your IP address, browser type and version, operating system, referring URLs, pages viewed, date and time of access, and cookie identifiers. This information is collected through cookies, web beacons, and similar tracking technologies to help us understand how visitors interact with our site and to improve our services.

Cookies & Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your browsing experience and to collect information about how you interact with our site. Cookies are small data files stored on your device. We use essential cookies required for site functionality, analytics cookies to understand usage patterns, and preference cookies to remember your settings. You can manage your cookie preferences through your browser settings. Disabling certain cookies may affect the functionality of our website, but will not impact the delivery of SMS messages.

How We Use Your Information

  • To provide, operate, and maintain our SMS messaging program and related services
  • To send recurring automated marketing and informational SMS messages that you have opted into receiving from PFS Digital Services
  • To respond to your inquiries, comments, and support requests in a timely manner
  • To comply with applicable legal and regulatory obligations, including telecommunications and consumer protection laws
  • To analyze usage patterns, monitor the effectiveness of our messaging program, and improve the overall user experience

Third-Party Services & Links

We may engage trusted third-party service providers to assist in operating our SMS messaging program, including telecommunications providers, messaging platform operators, and website hosting services. These providers are contractually obligated to use your information only as necessary to perform services on our behalf and are required to maintain the confidentiality and security of your data. We do not sell, rent, or share your mobile phone number or opt-in data with third parties for their own marketing purposes.

Our website or SMS messages may contain links to third-party websites or services that are not owned or controlled by American Portfolios Financial Services, Inc. We are not responsible for the privacy practices, content, or security of any third-party sites. We encourage you to review the privacy policies of any external websites you visit. Your interaction with third-party sites is governed solely by their respective terms and policies.

Data Security

American Portfolios Financial Services, Inc. implements reasonable administrative, technical, and physical security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include encryption of data in transit, access controls limiting personnel who can view personal information, secure data storage, and regular security assessments. However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security. If you have concerns about the security of your information, please contact us at info@portfoliofinancialservices.com.

Your Rights

You have the right to access, review, correct, or request deletion of the personal information we have collected about you in connection with our SMS messaging program. You also have the right to opt out of receiving SMS messages at any time by replying STOP to any message. We will process your request promptly and in accordance with applicable law.

To exercise any of these rights, you may contact us by email at info@portfoliofinancialservices.com, by phone at (631) 580-2241, or by mail at American Portfolios Financial Services, Inc., 4250 Veterans Memorial Highway, Holbrook, NY 11741. We will respond to verified requests within the timeframe required by applicable law. You will not be discriminated against for exercising your privacy rights.

State-Specific Disclosures

California Residents (CCPA/CPRA): If you are a California resident, you have additional rights under the California Consumer Privacy Act and its amendments. You have the right to know what personal information we collect, use, and disclose; the right to request deletion of your personal information; the right to opt out of the sale or sharing of your personal information; and the right to non-discrimination for exercising your rights. We do not sell your personal information, including your mobile phone number or opt-in data, to third parties. To submit a verifiable consumer request, contact us at info@portfoliofinancialservices.com or (631) 580-2241.

Nevada Residents: Under Nevada law, certain consumers may opt out of the sale of personally identifiable information. We do not currently sell personal information as defined under Nevada law, including mobile phone numbers and opt-in data. If you are a Nevada resident and wish to submit a request regarding the sale of your information, please contact us at info@portfoliofinancialservices.com.

Updates to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated "Last updated" date. Your continued use of the Site after changes constitutes acceptance of the revised policy.

Contact Us

If you have questions about this Privacy Policy, please contact us:

  • Email: info@portfoliofinancialservices.com
  • Phone: 6315802241
  • Address: 4250 Veterans Memorial Highway, Holbrook, NY, 11741, US
Home Privacy Policy Terms & Conditions SMS Terms

The content delivered through the PFS Digital Services SMS program is for general informational and promotional purposes only. Nothing contained in any SMS message constitutes personalized financial, legal, tax, or other professional advice. You should consult with a qualified professional before making any decisions based on information you receive. American Portfolios Financial Services, Inc. does not provide personalized recommendations through this SMS messaging program. Securities offered through American Portfolios Financial Services, Inc., Member FINRA/SIPC.

American Portfolios Financial Services, Inc. and its affiliates, officers, directors, employees, and agents make no representations or warranties of any kind, express or implied, regarding the accuracy, completeness, reliability, or suitability of any content delivered via SMS. The company shall not be held liable for any losses, damages, or claims arising from your reliance on or use of information received through this messaging program.

To the maximum extent permitted by applicable law, in no event shall American Portfolios Financial Services, Inc. or its affiliates be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits or revenue, whether incurred directly or indirectly, arising from your participation in or use of this SMS messaging program, regardless of the theory of liability.

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