Privacy Policy

Effective September 24, 2026. CM Financial Group is operated by Medrano Financial Solutions. This policy describes information collected through this website and our business communications.

Information you choose to share

When you contact us, we may receive your name, email address, phone number, message, and the service you ask about. If you become a client, we may request additional information through a separate intake and document process. Please do not send Social Security numbers, tax returns, identity documents, or financial account details by ordinary email or text.

How information is used

We use inquiry information to answer questions, arrange consultations, provide requested services, and keep records of our communications. We may use service providers that help operate our website, email, phone, and client systems. We may disclose information when required by law or with your direction.

Text messages and consent

If you ask us to communicate by text, we use your phone number and message history to respond to your inquiry and provide the service updates you requested. Consent to service texts is separate from consent to promotional texts. We do not sell mobile phone numbers or share text-message opt-in data and consent with third parties for their own marketing or promotional purposes. Reply STOP to stop messages and HELP for assistance. Message and data rates may apply.

Security and retention

We use business systems and reasonable safeguards to handle information. No internet transmission is completely secure. We retain information as needed for business, recordkeeping, and legal purposes, then delete or deidentify it when appropriate.

Your choices and contact

You can ask about information you have provided or request a correction by emailing Cassandra@cmfinancial.net or calling 956-593-1899. You can stop business texts at any time by replying STOP. This policy may be updated; the effective date above will change when it is.

Medrano Financial Solutions · 3102 Magic Ave., Edinburg, TX 78542