Privacy Policy | MAXIMUS Financial Group, LLC
Start. Fund. Grow Your Business With Us. 888-295-1325 • [email protected]
MAXIMUS Financial Group, LLC

Privacy Policy

Your privacy matters. This policy describes how MAXIMUS Financial Group, LLC collects, uses, protects and shares information in connection with our business services, website and customer communications.

Effective Date: October 15, 2026

1. Who We Are

MAXIMUS Financial Group, LLC provides business consulting and administrative support services, including LLC formation, business compliance, business funding preparation, grant and RFP support, CRM systems, automation and business growth consulting.

Our website is https://about.maximusfg.com/ .

2. Information We Collect

Depending on how you interact with us, we may collect information such as:

  • Name and business name
  • Email address and telephone number
  • Mailing or business address
  • Business formation and registration details
  • Information submitted through intake forms
  • Business and financial information you provide for requested services
  • Appointment, inquiry and customer service records
  • Communication preferences and SMS consent records
  • Technical information associated with website visits

We collect information you submit directly to us and information generated through your interactions with our website and services.

3. How We Use Your Information

We may use information to:

  • Respond to questions and service requests
  • Provide business consulting and administrative services
  • Assist with business formation and compliance
  • Prepare materials related to funding, grants and RFPs
  • Schedule appointments and provide service updates
  • Maintain business and customer records
  • Improve our website, customer experience and business operations
  • Send communications you have requested or consented to receive
  • Comply with applicable legal obligations

4. Text Messaging and SMS Consent

MAXIMUS Financial Group, LLC may offer SMS communications to customers and prospective customers who provide appropriate consent.

Depending on the consent provided, messages may include appointment confirmations, appointment reminders, responses to service inquiries, customer support communications, service updates or promotional messages.

SMS Consent and Privacy

Mobile information and SMS opt-in consent will not be shared with third parties or affiliates for marketing or promotional purposes.

SMS consent is voluntary and is not a condition of purchasing goods or services.

Message frequency varies. Message and data rates may apply. Reply STOP to opt out at any time. Reply HELP for assistance. You may also contact us at [email protected] or 888-295-1325 .

We maintain records of SMS consent and opt-out requests as appropriate. If you withdraw SMS consent, we will honor your request in accordance with applicable law.

5. How We Share Information

We may share information when reasonably necessary to provide services you request, operate our business or comply with law.

This may include service providers that assist with customer relationship management, communications, technology, document processing and other operational functions. Such providers may process information on our behalf for authorized business purposes.

Where necessary for a service you request, information may also be provided to relevant registration agencies, funding organizations or other recipients, subject to applicable requirements and authorizations.

We do not sell SMS opt-in consent or share mobile information and SMS consent with third parties or affiliates for their marketing or promotional purposes.

6. Business and Financial Information

Some services may require business records, financial documents, registration information or other sensitive business details.

We use such information for the services requested and take reasonable measures to limit access to personnel and service providers with a legitimate business need.

Please do not submit sensitive personal or financial information through an unsecured email or public website message. Contact our team for an appropriate submission method.

7. Cookies and Website Technology

Our website may use cookies, analytics, embedded tools or similar technologies to support website functionality, understand visitor interactions and improve user experience.

You can manage certain cookies through your browser settings. Disabling cookies may affect some website functions.

8. Information Security

We use reasonable administrative, technical and organizational safeguards intended to protect information from unauthorized access, disclosure, alteration or loss.

No website, internet transmission or electronic storage method can be guaranteed completely secure.

9. Data Retention

We retain information for as long as reasonably necessary to provide services, maintain business records, comply with legal obligations, resolve disputes and enforce agreements.

Retention periods may vary depending on the information, service and applicable requirements.

10. Your Privacy Choices

You may contact us to request updates or corrections to information we maintain about you, or to inquire about deletion where applicable.

You may unsubscribe from marketing emails using available unsubscribe options and may opt out of SMS messages by replying STOP.

Certain records may need to be retained to satisfy legal or operational requirements.

11. Third-Party Websites and Services

Our website may link to third-party websites, client portals, scheduling systems or other external services.

Those services may have their own privacy practices. We encourage you to review their policies before providing information.

12. Children's Privacy

Our business services are intended for adults and business representatives. We do not knowingly collect personal information from children under 13 through our business website.

If you believe a child has submitted personal information to us, please contact our office.

13. Changes to This Privacy Policy

We may update this Privacy Policy to reflect changes in our services, business practices or legal obligations.

Updates will be posted on this page with a revised effective date.

14. Contact Us

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

MAXIMUS Financial Group, LLC
Phone: 888-295-1325
Email: [email protected]

Delaware Office
1212 E. 15th Street
Wilmington, DE 19802

Virginia Office
10 Ranhorne Court
Hampton, VA 23661

For additional information, please review our Terms of Service .