Privacy Policy
Effective Date: April 16, 2026
Lamont Financial, LLC ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and safeguard information when you visit our website or use our services.
Information We Collect
We may collect personal information that you voluntarily provide, such as your name, email address, phone number, and any details you submit through contact forms, questionnaires, or scheduling tools. We may also collect non-identifying information automatically, such as browser type, device information, and pages visited.
How We Use Your Information
- To respond to your inquiries and schedule consultations.
- To provide financial coaching and advisory services you request.
- To improve our website, content, and client experience.
- To comply with applicable legal, regulatory, and recordkeeping obligations.
Sharing of Information
We do not sell or rent your personal information. We may share information with affiliated service providers, such as our broker-dealer or custodians, only as needed to deliver services you have requested or as required by law.
No mobile information or SMS opt-in data will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing is limited to subcontractors that support the messaging service (for example, our SMS platform provider), and even then only as necessary to deliver the messages you have requested.
SMS and Text Messaging
If you provide your mobile number and opt in to text messages — through a web form, written request, or other medium — we may use it to send SMS messages related to your relationship with us, such as appointment reminders, account notifications, document requests, order or transaction alerts, and one-on-one conversations with our team. Message frequency varies. Message and data rates may apply. You can reply STOP to any message to opt out at any time, or reply HELP for assistance. Full SMS terms are available on our Terms of Service page.
Cookies and Analytics
Our website may use cookies or similar technologies to understand how visitors use the site and to improve functionality. You can adjust your browser settings to limit or disable cookies.
Data Security
We use reasonable administrative, technical, and physical safeguards to protect the information we collect. However, no method of transmission over the Internet is entirely secure, and we cannot guarantee absolute security.
Third-Party Links
Our website may contain links to third-party sites. We are not responsible for the privacy practices or content of those sites and encourage you to review their privacy policies.
Your Choices
You may request access to, correction of, or deletion of the personal information we hold about you. To make a request, contact us using the details below.
Changes to This Policy
We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.
Contact Us
If you have questions about this Privacy Policy, please contact us at:
Lamont Financial, LLC
724 W Lamar Alexander Pkwy (Hwy 321), Maryville, TN 37801
Phone: 865-399-9330
Email: david@lamontsfinancial.com