Privacy Policy for SMS/MMS Communications

Effective Date: 1 July 2025

North Summit Financial LLC (“we,” “us,” or “our”) values your privacy. This Privacy Policy describes how we collect, use, and protect your personal information in connection with SMS/MMS messaging communications, in compliance with 10DLC regulations, CTIA guidelines, and applicable U.S. privacy laws.

1. Information We Collect

We collect the following personal information through our website at www.northsummitfinancial.com and other business communication channels:
- Full Name
- Mobile Phone Number

We only collect this information when you voluntarily provide it by submitting an opt-in form on our website.

2. How We Use Your Information

Your information is used solely for the following purposes:
- Scheduling and confirming appointments
- Sending promotional updates related to our financial services

We do not use your personal information for any other purposes without your consent.

3. SMS/MMS Messaging Consent

By submitting your phone number via our website form, you expressly consent to receive SMS or MMS messages from North Summit Financial LLC. These messages may be sent using an automated system and may include:
- Appointment reminders
- Scheduling confirmations
- Promotional or service-related messages

Standard messaging and data rates may apply. You may receive up to [Insert frequency, e.g., 4 messages per month].

4. Opting Out

You may opt out of receiving SMS/MMS messages from us at any time by:
- Texting STOP to any of our messages
- Contacting us directly at milton@northsummitfinancial.com

Once we receive your opt-out request, you will no longer receive messages unless you re-subscribe.

5. Data Sharing and Disclosure

North Summit Financial LLC does not and will not share, sell, rent, or disclose your mobile number or personal information to:
- Third parties
- Affiliates
- Marketing partners

This includes:
“Text messaging originator opt-in data and consent; this information will not be shared with any third parties.”

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties

6. Data Retention and Security

We retain your personal data, including SMS/MMS communication records, for three (3) years. We use industry-standard security measures to protect your information from unauthorized access, loss, or misuse.

7. Policy Updates

This Privacy Policy may be updated from time to time. You will be notified of any material changes via SMS. Continued use of our services after such updates constitutes your acceptance of the revised policy.

8. Contact Us

If you have any questions or concerns about this Privacy Policy or your personal information, please contact us at:

North Summit Financial LLC
Website: www.northsummitfinancial.com
Email: milton@northsummitfinancial.com         
Phone: 818-900-1065