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Privacy Policy

Frequently asked questions

SMS & Text Message Policy

Elevar Financial may communicate with you via SMS for transactional purposes, including tax updates, appointment confirmations, and account notifications. By providing your phone number, you consent to receive these messages. Message frequency is variable as needed. Standard message and data rates apply.

Data Privacy

We do not share your phone number with third parties and comply with all IRS confidentiality rules regarding tax client communications.

Opt-Out Instructions

To opt out: Text STOP to 513-677-0300. For help: Text HELP to 513-677-0300.

Contact & Questions

For privacy questions, contact info@elevarfinancial.com or call 513-677-0300.