Privacy Policy Effective Date: January 6, 2026

Angelo Financial (“Angelo Financial,” “we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your data when you interact with our website, forms, advertisements, or communications (including email, text message, and phone).

Angelo Financial is a brand operated by Angelo Aligned LLC.

⸻ 1. Information We Collect We may collect the following types of information: • Personal Information: Name, email address, phone number, zip code, and other information you voluntarily provide when submitting a form, requesting information, or communicating with us. • Device & Usage Data: IP address, browser type, device identifiers, pages visited, and engagement data collected through cookies and similar technologies. • Cookies & Tracking Technologies: We may use cookies, pixels, and analytics tools to understand website usage, improve performance, and support advertising efforts.

⸻ 2. How We Use Your Information We use your information to: • Provide insurance information, quotes, and consultations • Communicate with you via phone, text message, or email regarding your inquiry • Send appointment confirmations, reminders, and follow-ups • Deliver educational or informational content related to insurance services • Improve our website, services, and marketing effectiveness • Comply with applicable legal and regulatory requirements

⸻ 3. Text Messaging and Email Communications By submitting your information, you expressly consent to receive communications from Angelo Financial and its representatives via phone call, SMS/text message, and email, including through automated systems, for informational, transactional, and marketing purposes. • Message and data rates may apply • Consent is not a condition of purchase • You may opt out at any time by replying STOP to text messages or using the unsubscribe link in emails ⸻ SMS Communications Program Name: Angelo Financial Alerts What We Collect If you opt in to SMS communications, we may collect your mobile phone number, name (if provided), consent status and timestamp, message content, delivery and engagement data, and opt-in/opt-out preferences. How We Use SMS Data • Confirm inquiries or quote requests • Schedule and remind you of appointments • Provide updates related to insurance inquiries or policies • Maintain compliance records, including opt-in and opt-out history How We Share SMS Data We may share limited information with service providers (such as CRM and messaging platforms) solely to deliver and support SMS communications. We do not sell your mobile number. Your Choices • Opt-Out: Reply STOP at any time to cancel SMS communications • Help: Reply HELP or contact [email protected] • Consent Not Required: SMS consent is not a condition of purchasing insurance Message Frequency: Varies Charges: Message and data rates may apply. Carriers are not liable for delayed or undelivered messages.

⸻ 4. Sharing Your Information We do not sell your personal information. We may share your information with: • Licensed insurance agents or authorized representatives to service your request • Service providers assisting with CRM, marketing, or communications • Government authorities or regulators when required by law

⸻ 5. Advertising, Tracking & Retargeting We may use advertising platforms such as Google, Facebook, Instagram, or similar services to display relevant ads and measure performance. These platforms may use cookies or pixels in accordance with their own privacy policies. You may manage ad preferences directly within those platforms.

⸻ 6. Your Rights You may request to: • Access or correct your personal information • Request deletion of your data, subject to legal and compliance requirements • Opt out of marketing communications at any time Requests may be submitted by emailing [email protected].

⸻ 7. Data Security We implement reasonable administrative, technical, and physical safeguards to protect your information. However, no system can be guaranteed to be completely secure.

⸻ 8. Children’s Privacy Our services are intended for adults aged 18 and older. We do not knowingly collect personal information from minors.

⸻ 9. Policy Updates We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.

⸻ 10. Contact Us Angelo Financial Email: [email protected] Website: https://angelofinancial.com