Legal
Privacy Policy
This policy explains how Myriad Financial Services LLC handles information submitted through this website.
Information you send us
Our contact form asks for your name, email address, phone number, the service you are interested in, your preferred contact method, and a short message. Please do not include Social Security numbers, ITINs, tax documents, account numbers, or other sensitive financial information in this form or by email. When we schedule your appointment, we will tell you how to share documents securely.
How we use it
We use the information you submit to respond to your request, schedule an appointment, and prepare for our conversation. We do not sell your information or use it for unrelated marketing.
When we share it
We share information only with service providers who help us operate, and only as needed to run our business, or when required by law. Where a professional engagement begins, separate confidentiality terms apply to your financial records.
Retention and security
We keep inquiry records only as long as needed to serve you, and we use reasonable safeguards to protect them. No method of transmission or storage is completely secure, so please use care when sending information to anyone online.
Your choices
You may ask us to update, correct, or delete the information you submitted through this website by writing to info@myriadfs.com. We may keep records we are required to retain by law.
Contact
Questions about this policy can be sent to info@myriadfs.com or discussed at your appointment.
Myriad Financial Services LLC · Humble, Texas · info@myriadfs.com