Privacy Policy

Pinnacle Wealth & Insurance Solutions, LLC

Effective Date: 03/13/2025

Pinnacle Wealth & Insurance Solutions, LLC values your privacy and is committed to protecting your personal information. This Privacy Policy outlines how we collect, use, and protect your data when you engage with our services, including our SMS messaging program.

1. Information We Collect

We may collect the following types of personal information:

  • Contact details such as name, phone number, and email address.

  • Information provided when signing up for our services or requesting information.

  • Data related to your interactions with our website, SMS services, or customer support.

2. How We Use Your Information

We use the collected information to:

  • Provide and improve our services.

  • Send transactional and promotional SMS messages.

  • Respond to customer inquiries and provide support.

  • Ensure compliance with regulatory requirements.

3. Data Sharing & Third-Party Disclosure

No mobile information will be shared with third parties/affiliates for marketing or promotional purposes. Information sharing with subcontractors in 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, excluding aggregators and providers of the text message services.

4. SMS Messaging Policy

By opting into our SMS program, you consent to receive text messages from Pinnacle Wealth & Insurance Solutions, LLC. Message frequency varies, and message and data rates may apply. You may opt out at any time by replying "STOP" to any message. For assistance, reply "HELP" or contact us at [email protected] or 1-888-464-7259.

5. Data Security

We implement industry-standard security measures to protect your personal information from unauthorized access, alteration, or disclosure. However, no method of transmission over the Internet or electronic storage is 100% secure.

6. Changes to This Privacy Policy

We reserve the right to update this Privacy Policy at any time. Any changes will be posted on this page, and your continued use of our services constitutes acceptance of the revised policy.

7. Contact Us

If you have any questions about this Privacy Policy, please contact us at:


All the above 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.

By using our services, you acknowledge that you have read and agreed to this Privacy Policy.