Privacy Policy

At CrestPoint Financial, we value your privacy and are committed to protecting your personal information. This Privacy Policy outlines how we collect, use, and safeguard the data you provide to us. By accessing and using our website, you consent to the terms of this Privacy Policy. We may update this policy occasionally, so please check back periodically for any changes.

  1. Information Collection: We may collect personal information, such as your name, contact details, and financial data, to provide our services effectively. This information is voluntarily submitted by you through our website or during communication with our team.
  2. Use of Information: Your data will be used solely for the purpose of providing the services you request, managing your account, and complying with legal requirements. We do not share or sell your personal information to third parties.
  3. Data Security: We take appropriate measures to protect your data from unauthorized access, loss, or disclosure. However, please be aware that no online transmission or storage is 100% secure.
  4. Cookies and Tracking: We may use cookies and similar technologies to improve your website experience and gather analytics. You can manage your cookie preferences through your browser settings.
  5. Third-Party Links: Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these websites.

Contact Us

At CrestPoint Financial, we believe in providing services that you can trust. The happiness and satisfaction of our clients is our number one priority. Our team of CPAs is committed to performing their services with integrity, excellence, and professionalism. Contact us for a seamless experience.

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