TERMS AND CONDITIONS

Welcome to The Rockwood Agency website. By accessing or using our website, you agree to comply with and be bound by the following Terms and Conditions. Please read them carefully.

The Rockwood Agency provides Tax Preparation, Retirement Planning, Medicare Planning, and Bookkeeping, Consulting, and Financial Troubleshooting, and general information about our services.

The information on this website is for general purposes only and does not constitute legal, tax, or financial advice. Please consult with one of our professional advisors for specific guidance. You agree to provide accurate and complete information when using our forms or contacting us through the website. You may not use our site for any unlawful purpose or in violation of these terms. Please contact our team to confirm scheduling and service availability.

All content on this website including text, images, graphics, and logos is the property of The Rockwood Agency and may not be copied, distributed, or reused without written permission. We use secure third party services (Levitate.ai and QuickBooks) to help manage customer data and communications. These providers are subject to their own privacy and security policies.

The Rockwood Agency shall not be liable for any damages resulting from your use of, or inability to use this website or its content. We reserve the right to update these terms at any time without prior notice. Continued use of this site constitutes acceptance of the new terms. For questions about these terms, please contact us.

PRIVACY POLICY

At The Rockwood Agency, we are committed to protecting your privacy. This policy explains what information we collect, how we use it, and your rights regarding your personal data.

When you use our website we may collect:

Your name
Email address
Phone number
Mailing address

We do NOT collect sensitive information directly through our website.

We use the information you provide to:

Respond to inquiries and appointment requests
Provide tax and insurance services
Send relevant marketing emails and text messages
Improve customer service and communication

We share limited customer data with trusted third party providers (Levitate.ai and QuickBooks) to manage communications and business processes. These services are secure and compliant with industry standards.

We do NOT sell or rent your information to any other third parties.

We do not use cookies, tracking pixels, or analytics tools to collect user behavior or browsing data on our website. Once your information is put into our system, you agree to receive occasional marketing emails. You may opt out any time by contacting us.

We take reasonable precautions to protect your personal information, both online and offline. Data is stored securely and access is limited to authhorized personnel only.

You may request to:

View the information we have about you
Update or correct your information
Opt out of marketing communications
Request deletion of your data (subject to business and legal requirements)

Please contact us with any questions.

The Rockwood Agency Team

Windsor, VT

therockwoodagency@hotmail.com

Phone: (800) 691-7341

Local: (802) 230-4100

Fax: (802) 230-4101