Privacy Policy
Last Updated: June 6, 2026
1. Introduction
Curiel Financial & Insurance ("we," "us," "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and protect your information when you use our website and services, including SMS communications, email communications, appointment reminders, and website tracking tools.
By using our website, services, or opting into communications, you agree to this Privacy Policy and our Terms and Conditions.
2. Information We Collect
Contact Information
We may collect your:
Name
Email address
Phone number
Mailing address
This information is collected when you submit forms, schedule appointments, request information, or otherwise communicate with us.
Communications Data
If you opt into SMS or email communications, we maintain records of your consent, communication preferences, and opt-out requests.
Usage and Device Information
We may collect information about how visitors interact with our website, including:
IP address
Browser type
Device information
Pages visited
Website activity and interaction data
Appointment and Service Data
If you schedule an appointment or request services, we may collect information related to those interactions.
3. How We Use Your Information
We use your information to:
Provide requested insurance and financial services
Respond to inquiries and support requests
Send appointment confirmations and reminders
Deliver SMS and email communications you have requested
Improve website performance and user experience
Maintain records of consent and opt-out requests
Protect against fraud and security risks
Comply with legal and regulatory requirements
4. Cookies and Tracking Technologies
Our website may use cookies, pixels, and analytics technologies to improve user experience and understand website performance.
You may disable cookies through your browser settings. Some website features may not function properly if cookies are disabled.
5. How We Share Your Information
We do not sell your personal information.
We do not share mobile phone numbers, SMS opt-in information, or consent data with third parties or affiliates for marketing purposes.
Information may only be shared in the following circumstances:
Service Providers
We may share information with trusted vendors who assist us with:
Website hosting
Appointment scheduling
SMS delivery
Email communications
Analytics services
Customer support tools
These providers may only use information to perform services on our behalf.
Legal Requirements
We may disclose information when required by law or when necessary to protect our rights, clients, or business operations.
Business Transfers
If Curiel Financial & Insurance undergoes a merger, acquisition, or sale of assets, information may be transferred as part of that transaction.
Third-Party Sharing Statement
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
Information sharing with subcontractors performing support services such as customer service is permitted.
All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
6. Your Choices
SMS Opt-Out
You may opt out of SMS communications at any time by replying STOP to any message.
After opting out, you will receive a confirmation message and no further text messages will be sent unless you opt in again.
Email Opt-Out
You may unsubscribe from marketing emails at any time by clicking the unsubscribe link included in the email.
Access and Corrections
You may contact us to request access, correction, or deletion of your personal information, subject to applicable laws.
7. Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect personal information.
However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.
8. Children's Privacy
Our services are not directed to children under the age of 13.
We do not knowingly collect personal information from children.
9. Updates to This Policy
We may update this Privacy Policy periodically.
Any updates will be posted on this page with a revised "Last Updated" date.
10. Contact Information
Curiel Financial & Insurance
Ione, California
Phone: (530) 721-2535
