1. Introduction

Oddo Financial Services (“we,” “our,” or “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and protect the information you provide when you interact with us, whether online through our website, by phone, by email, or in person.

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2. Information We Collect

We may collect the following types of information:

• Contact Information: Your name, email address, phone number, mailing address, and business details.

• Service Information: Details about your bookkeeping, payroll, tax, or accounting needs.

• Payment Information: If you make a payment for our services, we may collect billing information as needed to process the transaction.

• Website Usage Data: Information about how you interact with our website, including cookies, browser type, IP address, and pages visited.

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3. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries or consultation requests

• Provide bookkeeping, payroll, and tax services

• Process payments and send invoices

• Send appointment confirmations or service updates

• Improve our website, services, and customer experience

• Comply with legal and regulatory obligations

We do not sell, rent, or trade your personal information to anyone.

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4. How We Share Your Information

We only share your information in the following cases:

• With trusted service providers who help us operate our business (such as scheduling, email, or accounting software)

• When required by law, regulation, or legal process

• To protect our rights, property, or safety, or that of others

All third-party service providers are required to protect your information and use it only for authorized purposes.

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5. Data Security

We take your privacy seriously and use secure systems, encryption, and administrative safeguards to protect your personal information from unauthorized access, disclosure, or misuse.

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6. Your Choices and Rights

You have the right to:

• Request a copy of the personal information we hold about you

• Ask us to correct or delete your information

• Opt out of marketing communications at any time

To make a request, please contact us using the information below.

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7. Cookies and Tracking Technologies

Our website may use cookies or similar tracking technologies to enhance your experience and analyze site traffic. You can adjust your browser settings to refuse cookies, but doing so may limit some website functionality.

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8. Links to Other Websites

Our website may include links to external websites for your convenience. We are not responsible for the privacy practices or content of those sites and encourage you to review their privacy policies before sharing personal information.

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9. Data Retention

We retain your personal information for as long as necessary to provide services, comply with legal obligations, resolve disputes, and maintain accurate business records.

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10. Updates to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date.

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11. Contact Us

If you have any questions or concerns about this Privacy Policy or how your information is handled, please contact us:

Oddo Financial Services
7400 Montgomery Blvd NE, Suite 39
Albuquerque, NM 87109

505-379-1979