Effective Date: September 18, 2026
Fortune Financial Multi Services LLC (“Fortune Financial,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, protect, and disclose information when you visit our website, request information, schedule an appointment, purchase services, submit documents, or communicate with us.
INFORMATION WE COLLECT
We may collect information you voluntarily provide, including your name, mailing address, email address, telephone number, date of birth, appointment information, payment information, tax-related information, and documents necessary to provide requested services.
We may also collect limited technical information automatically, including your IP address, browser type, device type, pages visited, referring website, and website activity through cookies or similar technologies.
HOW WE USE INFORMATION
We may use information to:
• Respond to questions and service requests.
• Schedule and manage appointments.
• Provide tax preparation, training, financial, business, and related services.
• Process payments and maintain business records.
• Send service notices, appointment reminders, updates, and requested information.
• Send promotional or marketing communications when you have provided express consent.
• Maintain website security, prevent fraud, and comply with applicable legal and regulatory requirements.
• Improve our services, website, and customer experience.
TAX AND FINANCIAL INFORMATION
Information and documents provided for tax or financial services are handled as confidential information. We use such information only as necessary to perform requested services, comply with legal obligations, protect against fraud, or as otherwise authorized by you. We do not sell tax return information.
HOW WE SHARE INFORMATION
We do not sell or rent your personal information. We may share information with service providers that help us operate our business, process payments, host technology, schedule appointments, deliver communications, or provide requested services. These providers may use information only to perform services on our behalf and are expected to protect it.
We may also disclose information when required by law, legal process, government request, or when reasonably necessary to protect our rights, customers, business, or the public.
SMS AND MOBILE INFORMATION
When you voluntarily provide your mobile number and affirmatively consent, Fortune Financial Multi Services LLC may send text messages regarding promotions, service updates, events, training opportunities, appointment reminders, or other communications described at the point of consent.
Message frequency varies. Message and data rates may apply. Consent to receive marketing text messages is not a condition of purchasing any goods or services. Reply STOP to opt out at any time. Reply HELP for assistance.
Mobile information will not be shared with third parties or affiliates for their marketing or promotional purposes. Text-messaging originator opt-in data and consent will not be sold, rented, or shared with third parties, except with service providers that support delivery of the messaging program as necessary to provide the service.
COOKIES AND WEBSITE TECHNOLOGY
We may use cookies and similar technologies to operate the website, remember preferences, understand website activity, improve performance, and maintain security. You may control cookies through your browser settings, although disabling them may affect website functionality.
DATA SECURITY AND RETENTION
We use reasonable administrative, technical, and physical safeguards designed to protect personal information. No internet transmission or electronic storage system is completely secure, and we cannot guarantee absolute security.
We retain information only as long as reasonably necessary to provide services, maintain required business and tax records, resolve disputes, enforce agreements, and comply with applicable law.
YOUR CHOICES
You may request access to, correction of, or deletion of certain personal information, subject to legal and recordkeeping requirements. You may unsubscribe from marketing emails through the unsubscribe instructions in the message and opt out of text messages by replying STOP.
CHILDREN’S PRIVACY
Our website and services are not directed to children under 13. We do not knowingly collect personal information directly from children under 13 without appropriate authorization. Parents or guardians who believe a child has provided information should contact us.
THIRD-PARTY LINKS
Our website may link to third-party websites or services. We are not responsible for their privacy practices, content, or security. Review the privacy policy of any third-party service before providing information.
POLICY UPDATES
We may update this Privacy Policy periodically. Updates will be posted on this page with a revised effective date. Continued use of the website after an update constitutes acknowledgment of the revised policy.
CONTACT US
Fortune Financial Multi Services LLC
1960 Pauldo Street
Fort Myers, Florida 33916
4066 Evans Avenue
Fort Myers, Florida 33901
Email: [email protected]
Phone: (239) 288-2996
Website: https://fortunemultiservice.com