Last Updated: October 16, 2025
At Metro Financial (“we,” “us,” or “our”), operated by Metro Financial Services, we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website (www.coaanalysis.com) or use our financial advisory services. By accessing our website or services, you agree to the terms of this Privacy Policy.
1. Information We Collect
We may collect the following types of information:
a. Personal Information
- Contact Information: Name, email address, phone number, mailing address.
- Other Information You Provide: During scheduling or submitting forms, we will collect the information you provide to us.
b. Non-Personal Information
- Usage Data: IP address, browser type, device information, pages visited, time spent on the site, and referring URLs.
- Cookies and Tracking Technologies: Data collected via cookies, web beacons, or similar technologies to enhance your experience and analyze site performance.
2. How We Collect Information
We collect information through:
- Forms and Interactions: When you fill out contact forms, schedule consultations, or use our client portal.
- Automated Technologies: Cookies, analytics tools (e.g., Google Analytics), and server logs.
- Third-Party Sources: Partners, financial institutions, or public records, as permitted by law.
3. How We Use Your Information
We use your information to:
- Provide financial advisory services, including personalized recommendations and portfolio management.
- Process transactions or account setup.
- Communicate with you, including responding to inquiries, sending updates, or marketing our services (with your consent).
- Improve our website and services through analytics and user feedback.
- Comply with legal and regulatory requirements, such as tax reporting or anti-money laundering (AML) obligations.
- Protect against fraud, unauthorized access, or other illegal activities.
4. How We Share Your Information
We may share your information:
- With Service Providers: Third-party vendors (e.g., payment processors, IT providers, or analytics firms) who assist us, under strict confidentiality agreements.
- With Financial Partners: Banks, investment platforms, or custodians necessary to execute your financial plans, with your consent.
- For Legal Purposes: To comply with laws, regulations, court orders, or to protect our rights and safety.
- Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred with appropriate safeguards.
Text Messaging
Text message opt-in data and consent are not shared with any third parties (including subsidiaries and affiliates). If you wish to be removed from receiving future communications, text STOP to opt out. For questions, contact us at support@coaanalysis.com
Other
We do not sell your personal information to third parties for marketing purposes.
5. Your Choices and Rights
You have the following rights regarding your personal information:
- Access and Correction: Request access to or correction of your personal data.
- Deletion: Request deletion of your data, subject to legal or contractual obligations (e.g., financial record retention).
- Opt-Out: Unsubscribe from marketing communications via the “Unsubscribe” link in emails or by contacting us.
- Cookies: Manage cookie preferences through your browser settings or our cookie consent tool.
To exercise these rights, contact us at privacy@coaanalysis.com.
6. Cookies and Tracking Technologies
We use cookies to:
- Ensure website functionality (e.g., session management).
- Analyze site usage and performance.
- Deliver personalized content or advertisements.
You can disable cookies in your browser, but this may affect your experience on our website.
7. Data Security
We implement industry-standard security measures, including encryption, firewalls, and secure socket layer (SSL) technology, to protect your information. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.
8. Data Retention
We retain personal information only as long as necessary to fulfill the purposes outlined in this policy or as required by law (e.g., financial records may be retained for 7 years to comply with tax regulations).
9. International Data Transfers
If you are located outside the United States, your information may be processed in the U.S. or other countries where our service providers operate. We ensure appropriate safeguards, such as Standard Contractual Clauses, for international data transfers.
10. Third-Party Links
Our website may contain links to third-party sites. We are not responsible for the privacy practices of these sites. Please review their privacy policies before providing personal information.
11. Children’s Privacy
Our services are not directed to individuals under 18. We do not knowingly collect personal information from children. If we learn that a child has provided us with personal information, we will delete it promptly.
12. Changes to This Privacy Policy
We may update this Privacy Policy to reflect changes in our practices or legal requirements. We will notify you of significant changes by posting the updated policy on our website with a revised “Last Updated” date.
13. Contact Us
If you have questions, concerns, or requests regarding this Privacy Policy or your personal information, please contact us at:
Metro Financial Services Email: privacy@coaanalysis.com Address: 123 Financial Way, Suite 100, New York, NY 10001 Phone: (555) 123-4567