C&C Financial Services Corporation
Effective Date: March 12, 2026

C&C Financial Services Corporation (“C&C Financial,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you provide when visiting our website, requesting financial information, or communicating with our team.
This Privacy Policy explains how we collect, use, and protect your information when you interact with our website or request financial services.

Information We Collect
We may collect personal information that you voluntarily provide, including:
• Full name
• Email address
• Phone number
• Financial consultation requests
• Information submitted through website forms
• Any information you provide when requesting financial services or insurance information
Information is typically collected when you:
• Submit a contact form
• Request financial information
• Request retirement or insurance planning information
• Communicate with our office through our website

How Your Information Is Used
The information you provide may be used to:
• Respond to financial service inquiries
• Provide requested financial planning information
• Provide information regarding insurance solutions
• Communicate regarding services you requested
• Deliver requested financial education or service information
We use your information only for purposes related to your request or financial services you have expressed interest in.

SMS Communication
By providing your phone number through our website forms or consultation request pages, you consent to receive SMS text messages from C&C Financial Services Corporation and Taylor LH Insurance Agency regarding financial services, financial strategies, insurance solutions, and related offers that you requested information about.
Message frequency may vary.
Message and data rates may apply depending on your mobile carrier plan.
You may opt out of SMS communications at any time by replying STOP to any text message.
For assistance, reply HELP.
Mobile phone numbers collected for SMS consent will not be sold, shared, or disclosed to third parties for their marketing purposes.

Insurance Services
C&C Financial Services Corporation works in partnership with Taylor LH Insurance Agency, which operates as an affiliated insurance services provider supporting clients who request life insurance, retirement protection strategies, and related insurance planning solutions.
Clients who request financial services or insurance information may interact with licensed professionals operating under Taylor LH Insurance Agency when insurance solutions are appropriate for their financial planning needs.

Information Sharing
C&C Financial Services Corporation does not sell, rent, or trade personal information to third parties.
Information may only be shared when necessary to:
• Provide requested financial or insurance services
• Comply with legal or regulatory requirements
• Work with trusted service providers who assist with our business operations
These service providers may include technology platforms used for communication, customer relationship management, appointment scheduling, or service delivery.
All service providers are required to maintain the confidentiality and security of your information.

Data Security
We take reasonable administrative and technical measures to protect your personal information from unauthorized access, disclosure, or misuse.
However, no online system can guarantee absolute security when transmitting information electronically.

Third-Party Platforms
Our website and services may utilize trusted third-party platforms to support business operations, including:
• Website hosting services
• Online communication platforms
• Customer relationship management systems
• Appointment or consultation scheduling tools
These providers maintain their own privacy policies governing the handling of information within their systems.

Your Privacy Rights
You may request to review, update, or remove your personal information by contacting our office.
You may also opt out of SMS communications at any time by replying STOP to any text message.

Updates to This Policy
C&C Financial Services Corporation may update this Privacy Policy periodically to reflect changes in services, technology, or regulatory requirements. Updated versions will be posted on this page with a revised effective date.

Contact Information
If you have questions regarding this Privacy Policy or how your information is used, please contact:
C&C Financial Services Corporation
Website: https://www.cncfinancial.com