A Alianza Financial Services
Legal

Privacy Policy

How we collect, use, and protect your information when you visit our site or request our services.

Last Updated: June 20, 2026  ·  Español  |  English

Notice: This page is a professionally prepared template for Alianza Financial Services LLC and should be reviewed by a licensed attorney in each state where the Company operates before being considered final. Replace fields marked like this with the Company's actual information.

Contents

  1. Information We Collect
  2. How We Use Information
  3. How We Share Information
  4. Data Retention
  5. Data Security
  6. Children's Privacy
  7. Your Rights
  8. SMS and Email Marketing
  9. Cookies
  10. Changes to This Policy
  11. Contact

This Privacy Policy describes how Alianza Financial Services LLC (“Company,” “we,” “us,” or “our”) collects, uses, discloses, and protects information about you when you visit our website, landing pages, and forms (collectively, the “Site”) or otherwise interact with us. By using the Site or submitting information through it, you acknowledge the practices described in this Policy.

1. Information We Collect

We collect information you provide directly and information collected automatically:

2. How We Use Information

We use information to: respond to inquiries and provide requested quotes and services; evaluate eligibility for products offered by us or our partners; communicate with you by phone, SMS, and email (including marketing, where you have consented); operate, secure, and improve the Site; and comply with legal obligations.

3. How We Share Information

We may share information with: service providers and vendors who support our operations (such as hosting, CRM/marketing platforms including GoHighLevel, and analytics providers); licensed insurance carriers, lenders, and financial partners to fulfill your requests; and government authorities where required by law. We do not sell your personal information for money. Certain sharing for cross-context behavioral advertising may be considered a “sale” or “share” under some state laws (see Section 7).

4. Data Retention

We retain personal information for as long as necessary to fulfill the purposes described here, comply with our legal and recordkeeping obligations, resolve disputes, and enforce our agreements.

5. Data Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information. No method of transmission or storage over the Internet is 100% secure, and we cannot guarantee absolute security.

6. Children's Privacy

The Site is not directed to children under 13, and we do not knowingly collect their personal information.

7. Your Rights

Depending on where you reside, you may have rights to access, correct, delete, or restrict the use of your personal information, and to opt out of certain marketing or data sharing. This includes rights under the CCPA/CPRA (California) and similar laws in other states (Virginia, Colorado, Connecticut, Utah, Texas, and others).

To exercise your rights, contact us at info@myalianza.com or (914) 566-2458.

8. SMS and Email Marketing

If you opt in to receive text messages or marketing emails, we obtain your express consent in accordance with the Telephone Consumer Protection Act (TCPA) and the CAN-SPAM Act. Consent is not a condition of purchase. Message and data rates may apply. Reply STOP to opt out of SMS, or use the unsubscribe link in any email. We do not sell or share your phone number or email with third parties for marketing purposes unrelated to the Company.

9. Cookies

We use strictly necessary, performance, functional, and advertising cookies (including via Meta/Facebook and Google) to operate and improve the Site and measure our campaigns. You can manage cookies through your browser settings.

10. Changes to This Policy

We may update this Policy periodically. The “Last Updated” date reflects the most recent revision. Continued use of the Site after changes constitutes your acceptance.

11. Contact

Alianza Financial Services LLC
2123 University Pkwy Ste 101, Sarasota, FL 34243
info@myalianza.com  ·  (914) 566-2458