Crownview Financial LLC Privacy Policy

Last updated: [10/05/2025]

At Crownview Financial LLC, we value your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and protect the data you provide when interacting with our website, mobile communications, and services.

Information We Collect

We may collect the following information from you:

  • Contact details (such as name, email address, and phone number)

  • Insurance or financial service inquiries

  • Information provided through forms, calls, or SMS communications

  • Technical information such as device type, browser, and IP address

How We Use Your Information

We use your information to:

  • Schedule and confirm appointments

  • Send service-related updates and reminders

  • Provide quotes, policy information, or customer support

  • Improve our services and communications

  • Comply with legal or regulatory requirements

We will never sell or share your personal information with third parties for marketing purposes.

SMS and Email Communications

By providing your contact information, you consent to receive communications via SMS, email, or phone from Crownview Financial LLC.
You may opt out at any time by following the unsubscribe instructions in our messages (text STOP for SMS).

Data Security

We use secure servers and encryption protocols to protect your personal data from unauthorized access, alteration, or disclosure.

Your Rights

You have the right to:

  • Access and update your personal information

  • Request deletion of your data (subject to legal and contractual obligations)

  • Withdraw consent for communications at any time

To exercise these rights, contact us at keaganhollister@crownviewfinancial.com.

Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will always be available at www.crownviewfinancial.com/privacy-policy.

Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact us at:
📧 keaganhollister@crownviewfinancial.com
📞 (413) 540-6281
📍 Crownview Financial LLC