XPO Capital (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and safeguard information when you interact with us, including through phone calls, text messages, email, and our website.
Information We Collect
We may collect personal information that you voluntarily provide, including but not limited to your name, phone number, email address, and business or tax-related information necessary to provide services.
How We Use Yor Information
We use your information solely for business and client service purposes, including communicating about scheduling and appointments, responding to tax, accounting, and business-related inquiries, requesting or clarifying documents, and providing ongoing professional services. We do not use your information for marketing text messages, nor do we sell or share your personal information for marketing purposes.
Text Messaging (SMS)
If you provide your mobile phone number, you may receive text messages from XPO Capital for general client communications only. Message frequency varies. Message and data rates may apply. You may opt out at any time by replying STOP or request assistance by replying HELP.
Data Storage and Security
Client contact information and communications may be stored and managed within our business communication platforms, including Nextiva, as well as internal client records. Access is limited to authorized personnel, and reasonable safeguards are used to protect information.
Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted with an updated effective date.
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XPO Capital
Privacy Policy
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Schedule your introductory call today to discuss your goals and discover how our XPO Investment & Tax Analysis (ITA) can provide the clarity and confidence you need. Don’t leave money on the table—contact us now to start your journey toward a more secure financial future.
No personal information, mobile number, or messaging consent information will be shared with third parties or affiliates for marketing or promotional purposes.