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1820 East River Road, Suite 230, Tucson, AZ 85718

(520) 325-3456
averes@longviewii.com
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Website Privacy Policy

Privacy Policy


This Privacy Policy applies to Longview Insurance & Investments, LLC, DBA Longview Insurance & Investments(“we,” “us,” or “our”) and the website https://www.longviewii.com (the “Site”). Your privacy is important to us. This policy explains how we collect, use, and protect personal information obtained through this Site and describes your choices regarding that information.

Information We Collect

We collect personal information in the following ways:

Information you provide directly

When you contact us through web forms, scheduling tools, or email, you may provide information such as your name, email address, phone number, and details related to your financial needs or interests. Information submitted through our Site may be securely transmitted to our client relationship management (CRM) system to support account servicing, segmentation, and communication.

Information collected automatically

When you visit our Site, certain data is automatically collected through cookies, analytics tools, and web server logs. This may include your device type, browser, IP address, and information about how you interact with our Site. We use this information to understand visitor behavior, improve functionality, and maintain security.

How We Use Information

We use collected information to:

  • Respond to your inquiries and provide requested services
  • Schedule and confirm appointments through Calendly or similar tools
  • Deliver financial planning, investment, and insurance services
  • Improve our Site, communications, and service offerings
  • Meet legal, regulatory, and compliance obligations

We do not sell personal information. Any data shared with service providers (such as FMG Suite, Google Analytics, Calendly, or CRM vendors) is limited to what is necessary to operate and maintain the Site. These providers are bound by confidentiality and data protection requirements.

Cookies and Tracking Technologies

This Site uses cookies and similar technologies to enhance functionality, analyze Site traffic, and improve user experience.

  • Essential cookies are required for the Site to function.
  • Analytics cookies help us understand visitor activity.
  • Functional cookies improve usability and preferences.

You can manage or disable cookies through your browser settings at any time. A cookie notice may appear when you visit the Site to help you manage your preferences.

Client Portals and Third-Party Tools

Our Site includes links to client account portals and planning tools provided by our broker-dealer and affiliated partners, including AssetMark, NetX Investor, Penn Mutual, and the Longview Insurance & Investments Client Portal. These portals are governed by the privacy and security policies of those providers.
Information entered into these systems is protected under those companies’ respective privacy policies. We do not store or retain login credentials or account data from these portals.

How We Protect Information

We maintain administrative, physical, and technical safeguards to protect personal information from unauthorized access, loss, or misuse. Access to client information is restricted to personnel and service providers who need it for legitimate business or compliance purposes.

We also follow our broker-dealer’s privacy and data-security policies, which meet or exceed applicable federal and state financial privacy laws.

Information Sharing

We may share limited personal information in the following situations:

  • With our broker-dealer, Horner, Townsend & Kent, LLC, for supervision and compliance purposes
  • With service providers (such as FMG Suite, Calendly, Google Analytics, or CRM partners) to host, operate, and analyze Site performance
  • As required by law or regulation, including to respond to lawful requests from regulatory authorities

We do not share personal information for marketing purposes or sell any data to third parties.

Links to Other Websites

This Site may contain links to third-party websites, including those operated by our broker-dealer, parent company, or service providers. We are not responsible for the privacy practices or content of those websites. We encourage you to review their privacy policies before providing personal information.

Your Privacy Rights

Depending on your state of residence, you may have the right to request access to, correction of, or deletion of personal information that we maintain about you. You may also have the right to opt out of certain data sharing.

To exercise these rights or submit a privacy inquiry, please contact us using the information below.

Updates to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. The most current version will always be available on this page, with the “Last Updated” date at the bottom.

Contact Information

If you have questions about this Privacy Policy or how your information is handled, please contact us at:

Longview Insurance & Investments, LLC
1820 East River Road, Suite 230
Tucson, AZ 85718
Office: (520) 325-3456
Email: averes@longviewii.com
Contact: Andre Veres

Last Updated: November 2025