Legal — Privacy Policy & SMS Terms | Leynes Financial Services

Legal

Effective Date: June 3, 2026

Leynes Financial Services ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and safeguard your information, including information related to our SMS text messaging program.

1. Information We Collect

When you contact us, request a consultation, or opt in to receive text messages, we may collect:

Contact information — your name, email address, mailing address, and phone number.
Mobile phone number — to deliver the SMS messages you have requested.
Consent records — documentation of how and when you provided consent to be contacted.
Interaction data — records of messages sent and received, including keyword responses such as STOP or HELP.
Information you provide — details you share about your financial goals and insurance needs.

2. How We Use Your Information

We use your information strictly to provide the services you have requested, which may include:

Scheduling and confirming consultations and appointments.
Responding to your inquiries and providing customer service.
Sending appointment reminders, account or policy updates, and information about insurance and financial products you have expressed interest in.
Managing your communication and opt-out preferences.

3. SMS / Text Messaging Program

By providing your mobile number to Leynes Financial Services — including through our website chat — you agree to receive SMS text messages from us. Message frequency varies. Message and data rates may apply. You may opt out at any time by replying STOP, or reply HELP for assistance. Consent to receive text messages is not a condition of purchasing any product or service.

4. Data Sharing and Disclosure

Leynes Financial Services does not sell, rent, or lease your personal information to third parties.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All of the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

We may share information only with trusted service providers who help us operate our business and messaging program (such as our CRM and SMS messaging provider), and only to the extent necessary to perform services on our behalf under obligations of confidentiality. We may also disclose information where required by law or to protect our legal rights.

5. Security of Your Information

We implement a variety of administrative, technical, and physical safeguards to protect your personal information. Your data is stored behind secured networks and is accessible only by authorized personnel.

6. Your Choices and Opt-Out Rights

You have full control over your participation in our communications. You may reply STOP to any text message at any time to stop receiving SMS communications, or contact us directly to update your preferences. You may also unsubscribe from emails using the link in any message.

7. Children's Privacy

Our services are intended for adults. We do not knowingly collect personal information from anyone under the age of 18.

8. Changes to This Policy

We may update this Privacy Policy from time to time. The updated version will be indicated by a revised effective date and will be posted on this page.

9. Contact Us

If you have questions about this Privacy Policy or your information, contact us at:

Leynes Financial Services
Phone: (717) 702-6162
Email: [email protected]

These SMS Terms & Conditions govern your participation in the Leynes Financial Services text messaging program. By providing your mobile phone number and opting in, you agree to these terms.

1. Program Description

When you opt in to the Leynes Financial Services messaging program, you will receive SMS text messages related to appointment scheduling and reminders, consultation follow-ups, account and policy updates, and information about insurance and financial products you have expressed interest in.

2. How You Opt In

You opt in by providing your mobile phone number to us — for example, through our website chat, by phone, or by email — and agreeing to receive text messages. Providing a phone number is optional, and consent to receive text messages is not a condition of purchasing any product or service.

3. Message Frequency

Message frequency varies based on your interactions with us and the services you request.

4. Message & Data Rates

Message and data rates may apply, depending on your mobile carrier and plan. Leynes Financial Services is not responsible for any charges from your wireless carrier.

5. Opt-Out Instructions

You can cancel the SMS service at any time by replying STOP to any message. After you send STOP, we will send a confirmation message and will no longer send SMS messages to you. To rejoin, simply opt in again as you did the first time.

6. Help

If you experience any issues or need assistance, reply HELP to any message, or contact us at (717) 702-6162 or [email protected].

7. Carriers

Carriers are not liable for delayed or undelivered messages. Supported carriers may change without notice.

8. Privacy

Your privacy matters to us. Mobile information and opt-in consent data will not be shared with third parties or affiliates for marketing or promotional purposes. For full details, see our Privacy Policy.

9. Contact

Leynes Financial Services
Phone: (717) 702-6162
Email: [email protected]