Privacy Policy

Effective date: November 3, 2026

Lazo Financial Group ("Lazo Financial Group," "we," "us" or "our") respects your privacy. This Privacy Policy explains how we collect, use and protect information when you visit www.lazofinancialgroup.com (the "Website"), submit our contact form, or agree to receive text messages from us.

Information We Collect

Information you give us. When you fill out our contact form, we collect:

  • Your name

  • Your phone number

  • Your email address

  • Your message and anything else you choose to include

  • Whether you've agreed to receive text messages from us

Please don't send Social Security numbers, bank account numbers, tax documents or other sensitive information through the contact form. If we need sensitive information to provide a service, we'll ask for it through a more appropriate method.

Information collected automatically. Like most websites, when you visit we (and our service providers) may automatically collect certain information, such as your IP address, browser and device type, the pages you view, how long you stay, and the website that referred you. This is collected using cookies and similar technologies.

How We Use Your Information

We use the information we collect to:

  • Respond to your questions and requests

  • Schedule and confirm appointments and follow up about services you asked about

  • Send text messages if you've agreed to receive them (see "Text Messages (SMS)" below)

  • Understand how visitors use our Website so we can improve it

  • Keep our Website secure and comply with legal obligations

Google Analytics

We use Google Analytics, a web analytics service provided by Google LLC, to understand how visitors use our Website. Google Analytics uses cookies to collect information such as the pages you visit, the time you spend on the Website and general location information based on your IP address. This information helps us improve the Website. It isn't used to identify you personally.

To learn how Google uses this information, visit Google's page "How Google uses information from sites or apps that use our services" at https://policies.google.com/technologies/partner-sites. You can opt out of Google Analytics by installing the Google Analytics Opt-out Browser Add-on at https://tools.google.com/dlpage/gaoptout.

Cookies

Cookies are small files stored on your device. Our Website is hosted on Squarespace, which uses cookies that are needed for the Website to work, plus analytics cookies as described above. You can set your browser to refuse or delete cookies. If you do, some parts of the Website may not work properly.

Text Messages (SMS)

If you check the SMS consent box on our contact form, you agree to receive text messages from Lazo Financial Group at the phone number you provided. These messages may cover your inquiry, appointments and the services you've asked about.

  • Message frequency varies.

  • Message and data rates may apply.

  • Reply STOP to any message to stop receiving texts. After you reply STOP, we'll send one message confirming you've been unsubscribed.

  • Reply HELP for help, or call us at (828) 221-7001.

  • Consent to receive text messages is not a condition of receiving any service from us.

  • Carriers are not liable for delayed or undelivered messages.

We do not sell, rent or share your mobile phone number or SMS consent with third parties or affiliates for their marketing or promotional purposes. We may share information with service providers that help us send text messages, only so they can deliver those messages on our behalf.

How We Share Information

We do not sell your personal information. We share information only:

  • With service providers that help us operate our Website and business (for example, website hosting, analytics and messaging providers), and only as needed for them to perform services for us

  • When required by law, such as to comply with a subpoena or other legal process

  • To protect the rights, property or safety of Lazo Financial Group, our clients or others

How We Protect Information

We use reasonable administrative, technical and physical measures to protect the information we collect. No website or method of transmission over the internet is completely secure, so we can't guarantee absolute security.

How Long We Keep Information

We keep contact form submissions and related records only as long as we need them for the purposes described in this policy, or as required by law.

Your Choices

  • You can opt out of text messages at any time by replying STOP.

  • You can control cookies through your browser settings and opt out of Google Analytics as described above.

  • You can ask us to update or delete the contact information you submitted through our Website by calling us or visiting our office (see "Contact Us" below).

Links to Other Websites

Our Website may link to other sites, such as Google, Facebook, Instagram and WhatsApp. We aren't responsible for the privacy practices of those sites. We encourage you to read their privacy policies.

Children's Privacy

Our Website is not directed to children under 13, and we do not knowingly collect personal information from children under 13 through our Website.

Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we'll post the updated version on this page and change the effective date above.

Contact Us

If you have questions about this Privacy Policy or how we handle your information, please contact us:

Lazo Financial Group

1308 Harper Ave NW

Lenoir, NC 28645

Phone: (828) 221-7001

Hours: Monday–Friday, 9am–5pm