Privacy Policy

Last Updated: 2026-02-04

Identity and Operator

This Privacy Policy applies to the website crestfiin.com, operated by Crestar Financial Corp, doing business as Crest Financial. Our mailing address is 919 E Main St, Richmond, Virginia, 23261, United States. Throughout this policy, "we," "us," and "our" refer to Crest Financial and Crestar Financial Corp.

Information We Collect

When you interact with our website, subscribe to our newsletter, or submit a form, we may collect the following categories of personal information:

  • Contact information: First name, last name, email address, and mobile phone number that you voluntarily provide through our subscription or contact forms.
  • Communications data: The content of messages you submit through our contact form, including your name, email, and message text.
  • Technical information: Information collected automatically through cookies and similar technologies, including your IP address, browser type, device type, operating system, referring URL, pages visited, and time spent on our site.
  • Usage data: Information about how you interact with our website, including clickstream data, navigation patterns, and feature usage.

How We Use Your Information

We use the personal information we collect for the following purposes:

  • To deliver our financial research, market commentary, and educational content via email and SMS in accordance with your consent.
  • To respond to inquiries and messages submitted through our contact form.
  • To send subscription confirmations, service-related notices, and administrative communications.
  • To analyze website usage patterns and improve site performance, content quality, and user experience.
  • To comply with applicable laws, regulations, and legal processes.
  • To protect the rights, property, and safety of Crest Financial, our users, and the public.

Information Sharing and Disclosure

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

We may share your information only in the following limited circumstances:

  • Service providers: We may share information with trusted service providers who assist us in operating our website, delivering communications, or conducting business operations, provided those parties are contractually obligated to keep your information confidential and use it solely for the services we have engaged them to perform.
  • Legal requirements: We may disclose your information when required by law, regulation, subpoena, court order, or other governmental request, or when we believe disclosure is necessary to protect our rights, your safety, or the safety of others.
  • Business transfers: In the event of a merger, acquisition, reorganization, or sale of assets, your personal information may be transferred as part of that transaction, subject to the same privacy protections described in this policy.

Consent and Conditions

By providing your phone number and opting in to receive messages from Crest Financial, you consent to receive recurring automated marketing and informational messages via SMS and email. Your consent to receive these communications is not a condition of purchasing any goods or services from Crest Financial. You may withdraw your consent at any time by following the opt-out procedures described below.

SMS Messaging Details

Message frequency varies depending on market conditions and the availability of new content. Standard message and data rates from your mobile carrier may apply. To opt out of SMS messages at any time, reply with any of the following keywords: STOP, END, QUIT, UNSUBSCRIBE, or CANCEL. After opting out, you will receive a one-time confirmation message and no further SMS messages will be sent unless you re-subscribe. For assistance, reply HELP to any message or contact us through our website contact form.

Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your browsing experience, analyze site traffic, and understand visitor behavior. You can control cookie preferences through your browser settings. Disabling cookies may limit your ability to use certain features of our website. We do not use cookies to collect personally identifiable information unless you have consented to provide it through our forms.

Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, use, alteration, or destruction. However, no method of transmission over the internet or method of electronic storage is completely secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee its absolute security.

Your Privacy Rights

Depending on your jurisdiction, you may have the following rights regarding your personal information:

  • Access: You may request a copy of the personal information we hold about you.
  • Correction: You may request that we correct inaccurate or incomplete personal information.
  • Deletion: You may request that we delete your personal information, subject to certain legal exceptions.
  • Opt-out of communications: You may opt out of email communications by clicking the unsubscribe link in any email, or opt out of SMS messages by replying STOP.

To exercise any of these rights, please submit a request through our website contact form or write to us at 919 E Main St, Richmond, Virginia, 23261. We will respond to verified requests within a reasonable timeframe and in accordance with applicable law.

Age Restriction

Our website and services are intended for individuals who are 18 years of age or older. We do not knowingly collect personal information from anyone under the age of 18. If we become aware that we have collected personal information from a person under 18, we will take steps to delete that information promptly.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for legal, operational, or regulatory reasons. When we make material changes, we will update the "Last Updated" date at the top of this page. We encourage you to review this policy periodically.

Contact

If you have questions about this Privacy Policy or wish to exercise your privacy rights, you may reach us through our website contact form, via our support portal contact form, or by writing to us at:

Crest Financial
Crestar Financial Corp
919 E Main St, Richmond, Virginia, 23261
United States
privacy@crestfiin.com