Privacy Policy

Ascent Financial Solutions LLC
Effective Date: May 1, 2025

All the below categories exclude text messaging originator opt-in data and consent;

this information will not be shared with any third parties, excluding aggregators and providers of the Text Message services.

Ascent Financial Solutions LLC values your privacy and is committed to protecting the information you share with us.

This Privacy Policy explains how we collect, use, and safeguard your personal information.

1. Information We Collect

We may collect the following information:

Name, phone number, and email address

Job location, financial inquiry, or service request details

Communication history via phone, text, or email

Payment and invoice information (processed securely through third-party providers)

Website usage data or form submissions (via cookies or analytics tools)

2. How We Use Your Information

We use your information to:

Schedule and confirm appointments

Communicate updates related to your inquiry or services

Send invoices, confirmations, and reminders

Provide promotions or educational information (only with consent)

Improve service quality and customer experience

3. SMS Compliance

By submitting your phone number, you agree to receive automated SMS communications from

Ascent Financial Solutions LLC, which may include:

Appointment reminders or confirmations

Account or service updates

Billing or document notifications

Promotional messages (optional)

You may opt out at any time by replying STOP.
Reply HELP for assistance.
Message and data rates may apply.
Message frequency may vary.
Consent is not required as a condition of purchase.

We comply with A2P 10DLC, TCPA, and CAN-SPAM regulations.

4. Data Sharing

We do not sell or rent your personal information.

Your data may be shared only with:

Secure payment processors

CRM, scheduling, and SMS/email communication platforms

Authorized partners or service providers assisting in operations

All third parties are required to safeguard your data and use it solely for authorized purposes.

5. Data Protection

We use reasonable administrative, technical, and physical safeguards to protect your information.

While we take strong precautions, no data transmission method is entirely secure.

Please avoid sharing sensitive personal information via text message.

6. Your Rights

You have the right to:

Access or correct your personal information

Unsubscribe from communications

Request deletion of your data, subject to legal obligations

To exercise these rights, please contact us using the details below.

7. Updates to This Policy

This Privacy Policy may be updated periodically.

Any changes will be reflected by an updated effective date on this page.

8. Contact Information

📍 3833 E Donner Ave, Fresno, CA 93276
📧info@mail.ascentfinancialservice.com
📞 +1 (208) 415-1155