Privacy Policy
Effective Date: June 5, 2025
Pinnacle Financial Partners of Texas ("Company," "we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, attend our events, or engage with our services — including complimentary financial consultations and educational resources.
1. Information We Collect
We may collect personal information, including but not limited to:
Full name
Email address
Phone number
Mailing address
Financial profile information (shared during consultations)
Event registration and attendance data
Communications and feedback
We collect this information directly from you when you register for events, fill out forms, schedule meetings, or communicate with us.
2. How We Use Your Information
We use the information we collect to:
Schedule and manage financial consultations and educational sessions
Respond to your inquiries and provide support
Improve our services and communication
Send newsletters, updates, or promotional materials (with your consent)
Maintain internal records and comply with applicable laws
3. Sharing Your Information
We do not sell, rent, or trade your personal information. We may share information with:
Trusted third-party service providers who help us operate our business (e.g., email platforms, CRM systems)
Financial professionals or agents you authorize to assist you
Legal or regulatory bodies, when required by law
All third-party partners are required to protect your information and only use it for authorized purposes.
4. Data Security
We use reasonable administrative, technical, and physical safeguards to protect your information. However, no system is 100% secure. We encourage you to take steps to protect your personal information when online.
5. Your Rights and Choices
You may:
Request access to or correction of your personal data
Opt out of marketing communications at any time
Request that we delete your personal information (where legally applicable)
To exercise any of these rights, contact us at:
📧 [email protected]
📞 469-632-7796
6. Cookies and Tracking
Our website may use cookies to enhance your browsing experience and track user engagement. You can set your browser to refuse cookies or alert you when they are being used.
7. Updates to This Policy
We may update this Privacy Policy periodically. The latest version will always be available on our website with the effective date noted above.
Contact Us
If you have any questions about this policy or our privacy practices, please contact:
Pinnacle Financial Partners of Texas
📧 [email protected]
📞 469-632-7796