Financial Guidance. Future Focused.

Privacy Policy

Effective Date: May 15, 2026

Important Notice Regarding Text Messaging Data

Quell Financial Services does not share customer opt-in information, including phone numbers and consent records, with affiliates or third parties for marketing, promotional, or any purposes unrelated to providing our direct services. Text messaging originator opt-in data and consent are kept confidential.

Information We Collect

We may collect personal information you voluntarily provide, including name, email address, phone number, physical address, appointment preferences, inquiry details, opt-in records, timestamps, browser/device information, website usage data, and communication history.

How We Use Information

We use information to respond to inquiries, schedule appointments, provide requested services, maintain communication preferences and consent records, improve our website, support customer service, and maintain security and fraud prevention.

SMS Messaging & Compliance

By opting into SMS messaging, you agree to receive text messages related to our services, including appointment confirmations, appointment reminders, customer support, rescheduling updates, and important service-related communications. Message frequency varies. Message and data rates may apply. Reply STOP to opt out. Reply HELP for assistance.

You will only receive SMS messages if you explicitly opt in through our website, scheduling forms, or other approved consent method. We maintain records of opt-in actions where available. Carriers are not liable for delayed or undelivered messages.

SMS Data Protection Statement

No mobile information will be shared with third parties or affiliates for marketing or 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 third parties except as necessary to provide messaging services or as required by law.

Information Sharing

We do not sell, rent, or trade personal information. We may share information with service providers who support our operations, such as scheduling, customer service, hosting, security, analytics, payment processing when applicable, and SMS delivery providers solely for messages you consented to receive. We may also disclose information if required by law or to protect our rights.

All sharing categories exclude text messaging originator opt-in data and consent, except providers necessary to deliver the text message service.

Security

We use reasonable administrative, technical, and physical safeguards to protect personal information. No method of internet transmission or electronic storage is 100% secure, but we work to use commercially reasonable safeguards.

Cookies & Tracking

We may use cookies and similar technologies to analyze website traffic, improve functionality, remember preferences, and enhance user experience. You may control cookies through your browser settings.

Your Choices

You may request access, correction, or deletion of your personal information where applicable. You may opt out of SMS messages by replying STOP, opt out of marketing emails by using unsubscribe instructions, or contact us directly.

Third-Party Links

Our website may link to third-party websites. We are not responsible for their privacy practices or content. Please review their policies separately.

Changes

We may update this Privacy Policy periodically. The latest version will be available on our website with the effective date.

Contact Us

Quell Financial Services
Phone: 319-255-2882
Email: SERVICE@QUELLFS.COM
Website: https://www.quellfinancialservices.com

Terms of Service

Effective Date: May 15, 2026

SMS Messaging Terms & Compliance

Program Description: This messaging program sends appointment confirmation and reminder messages to customers who have booked or requested an appointment with Quell Financial Services through our website, scheduling forms, or contact forms and have explicitly opted in to receive SMS notifications. Messages may include scheduling confirmations, appointment reminders, rescheduling updates, and customer support communications.

Cancellation Instructions: You can cancel SMS messages at any time by replying STOP to the number that sent the message. After sending STOP, we will confirm your unsubscribe status by SMS and you will no longer receive SMS messages unless you opt in again.

Support Information: Reply HELP for assistance, email SERVICE@QUELLFS.COM, or call 319-255-2882 during business hours.

Carrier Liability: Carriers are not liable for delayed or undelivered messages.

Message and Data Rates: Message and data rates may apply. Message frequency varies based on your service usage, inquiry, and appointment schedule. Contact your wireless provider with questions about your text or data plan.

Supported Carriers: The SMS program is intended to work with major U.S. wireless carriers and most regional carriers.

Age Restriction: You must be 18 years or older to participate in our SMS program.

Privacy: See our Privacy Policy at https://www.quellfinancialservices.com/#privacy.

General Terms

This website is owned and operated by Quell Financial Services. By using this website, you agree to use it in accordance with these Terms of Service, our Privacy Policy, and any additional terms that may apply to specific services.

Financial and Insurance Information Disclaimer

Information on this website is provided for general informational purposes only and should not be considered individualized financial, insurance, tax, legal, or investment advice. Use of this website or submission of a form does not create a client relationship unless mutually agreed in writing.

Intellectual Property

This website and its content are owned by Quell Financial Services or its licensors and are protected by applicable copyright, trademark, and intellectual property laws. You may not copy, reproduce, distribute, modify, or exploit website content without written permission, except for personal, non-commercial use.

Third-Party Links

Our website may contain links to third-party websites. These links are provided for convenience and do not imply endorsement. We are not responsible for third-party websites, privacy practices, or content.

No Warranty

This website and its content are provided “as is” without warranties of any kind. We do not guarantee that the website will be uninterrupted, error-free, or free of harmful components.

Limitation of Liability

To the fullest extent permitted by law, Quell Financial Services is not liable for damages arising from use of this website, reliance on website content, or interactions with third-party services.

Changes to Terms

We may update these Terms from time to time. The latest version will be available on this website with the effective date.

Contact

Quell Financial Services
Phone: 319-255-2882
Email: SERVICE@QUELLFS.COM
Website: https://www.quellfinancialservices.com

SMS Terms & Conditions

By providing your mobile number and opting in, you agree to receive text messages from Quell Financial Services. Messages may include appointment confirmations, appointment reminders, rescheduling updates, responses to inquiries, and customer support communications.

Message frequency varies. Message and data rates may apply. Reply STOP to opt out. Reply HELP for assistance. Carriers are not liable for delayed or undelivered messages. Consent to receive SMS messages is not a condition of purchase or receiving services.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with third parties except as necessary to provide messaging services or as required by law.

Contact: SERVICE@QUELLFS.COM | 319-255-2882