When you fill out a form on our website or landing pages, we may collect the following information:
Full Name
Email Address
Phone Number
Address (optional)
Financial information (if applicable)
Other information you choose to share with us
We use your information to:
Contact you regarding financial services or appointments
Provide quotes, policy reviews, or consultations
Send marketing communications (you can opt out anytime)
Improve our services and follow up appropriately
We do not sell or rent your information to third parties.
We may share your information with:
Licensed insurance carriers and platforms for quoting purposes
Technology tools like GoHighLevel to automate communications
Legal or regulatory authorities, if required by law
We ensure any partner or service provider maintains strict confidentiality and data security standards.
You have the right to:
Request access to your personal data
Ask us to delete your data
Opt out of marketing communications at any time
To exercise these rights, email us at [email protected].
We may use cookies and similar technologies to improve website experience and analyze usage. You can modify cookie settings in your browser.
We implement appropriate technical and organizational measures to protect your personal data from unauthorized access, loss, or misuse.
Our website or forms may link to third-party websites. We are not responsible for the content or privacy practices of those websites.
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated 'Effective Date.'
If you have questions about this policy or how your data is handled, please contact:
Anchor Financial Services
Email: [email protected]
Phone: (301) 900-4782
Most people are stuck with outdated financial tools that limit their growth. Our team helps families just like yours understand how to protect, grow, and pass on wealth, with solutions that banks and advisors rarely talk about.
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