Adair Financial Group, LLC
Adair Financial Group, LLC
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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.

Adair Financial Group, LLC

info@adairfinancialgroup.net TF: 866 865 8799 | P: 412 429 4770 | F: 412 429 4774

Hours

Monday - Friday: 9am - 5pm

Evening, Saturday - Sunday: By appointment


Areas of Expertise

Retirement Planning

Elder & Estate Planning

Elder & Estate Planning

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Elder & Estate Planning

Elder & Estate Planning

Elder & Estate Planning

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AFG Settlement Planning

Elder & Estate Planning

AFG Settlement Planning

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Business Planning

Charitable Planning

AFG Settlement Planning

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Divorce Planning

Charitable Planning

Charitable Planning

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Charitable Planning

Charitable Planning

Charitable Planning

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AFG Text Messaging Service Privacy Policy

Last update: January 2025

 Overview

The Adair Financial Group (“AFG”, “we”, “our”, or “us”) privacy statement recognizes the value of privacy for the company’s clients and potential clients.

This privacy statement provides more specific information on how Adair Financial Group text messaging service collects and processes your personal information. By subscribing to our text message service, You consent to the practices listed in this policy.

Information Collection

 

We will collect the following types of Personal Information:

  • Phone Number: We collect your mobile phone number to send you text messages.
  • Message Content: We collect the content of the messages you send and receive from us.
  • Opt-In Information: If you opt to receive text messages from us, we will store your consent information.

Use of Information

The information that is collected will be used in the following ways:

  • To send text messages related to AFG’s products, services, and updates.
  • Improve our services and communications.
  • Ensure compliance with applicable laws and regulations.

Information Sharing

We will not sell or rent your personal information unless we have your consent. Some of your personal information may be shared in a limited capacity with trusted external business providers that support the services of Adair Financial Group, and when it is required by law, such as responding to a legal request, court order, or government agency request. External business providers are required to keep your personal information secure and will not share any information for any purpose other than to provide services on our behalf. 

Opting Out

 You have the right to stop receiving text messages from us at any time. To opt out reply to any message with “STOP”, “UNSUBSCRIBE”, “CANCEL”, or “QUIT”. Once you have opted out, communication via text message will stop immediately. 

Security

Adair Financial Group strives to maintain appropriate security measures to protect all personal information that we collect and maintain. We have security measures in place, including physical, administrative, and technical safeguards to protect your personal information. 

Intended Audience

Our text messaging service is not intended for minors under the age of 18. We do not knowingly collect any personal information from minors under the age of 18. 

Updates to this Privacy Policy

 AFG reserves the right to modify or change this Policy at any time with or without prior notice to You. The date of the last update will be located at the top of this privacy policy. This Policy, and any changes, are effective as soon as posted, and the continued use of the Messaging Service will be seen as consent of those changes. 

Copyright © 2023 Adair Financial Group, LLC - All Rights Reserved.

Investment advisory services provided by NewEdge Advisors, LLC doing business as Adair Financial Group as a registered investment adviser.  Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, Inc. are wholly owned subsidiaries of NewEdge Capital Group, LLC. 

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