Privacy Policy
Last Updated: June 2026
This Privacy Policy describes how Evercrest Financial Solutions ("Evercrest," "we," "us," or "our") collects, uses, and protects your information when you visit our website, schedule an appointment, request information, or otherwise interact with our services. By using our website, you agree to the collection and use of information in accordance with this Privacy Policy.
Information We Collect
While using our website or services, we may ask you to provide certain personally identifiable information that may be used to contact or identify you. Information we may collect includes, but is not limited to:
• Name
• Email address
• Phone number
• Information submitted through forms, surveys, or appointment requests
We may also automatically collect certain information regarding your interaction with our website, including browser type, IP address, device information, pages visited, and the duration of your visit.
Cookies and Tracking Technologies
Evercrest Financial Solutions may use cookies and similar tracking technologies to enhance your browsing experience, analyze website traffic, and improve website functionality.
Cookies are small files stored on your device that help us recognize returning visitors and understand how users interact with our website. You may choose to disable cookies through your browser settings; however, some website features may not function properly if cookies are disabled.
How We Use Your Information
The information we collect may be used to:
• Provide and maintain our website and services
• Respond to inquiries and appointment requests
• Communicate regarding products, services, events, or educational information
• Improve website performance and user experience
• Monitor website activity and usage trends
• Comply with applicable legal and regulatory requirements
Sharing of Information
Evercrest Financial Solutions does not sell personal information to third parties.
Information may be shared with insurance carriers, service providers, technology vendors, or business partners when necessary to provide requested services, facilitate communication, process applications, comply with legal requirements, or support business operations.
Information may also be disclosed when required by law, regulation, court order, or governmental request.
Data Security
We take reasonable administrative, technical, and physical measures to protect the information we collect. However, no method of electronic transmission or storage can be guaranteed to be completely secure. While we strive to protect your information, we cannot guarantee absolute security.
Data Retention
Personal information will be retained only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce our agreements.
Third-Party Websites
Our website may contain links to third-party websites. These websites operate independently and maintain their own privacy policies. Evercrest Financial Solutions is not responsible for the content, security, or privacy practices of any third-party website.
We encourage visitors to review the privacy policies of any external websites they visit.
Children's Privacy
Our services and website are not intended for individuals under the age of 13. We do not knowingly collect personal information from children under 13 years of age. If we become aware that such information has been collected, we will take reasonable steps to remove it.
Changes to This Privacy Policy
Evercrest Financial Solutions reserves the right to update or modify this Privacy Policy at any time. Any changes will be posted on this page, and the updated date will be revised accordingly.
We encourage visitors to review this Privacy Policy periodically to stay informed about how information is collected and used.
Contact Us
If you have questions regarding this Privacy Policy or the handling of your information, please contact us:
Evercrest Financial Solutions