Last Updated: 10/08/2025

How and Why We Obtain Information

Patriot Advisory Group collects information to serve your financial needs, provide customer service, offer new products or services, and meet legal and regulatory requirements. Any collection of personal information supports our normal business operations and helps service your account.

We may collect nonpublic personal, financial, and health information from:

• Applications and related forms (name, address, Social Security number, assets, income, medical info if applying for insurance);

• Transaction records (products or services purchased, account balances, payment history);

• Consumer reporting agencies (credit relationships, background data);

• Employers, associations, or benefit plan sponsors (employment and income data).

How We Use Your Information

We use your information to:

• Open, maintain, and service accounts;

• Process transactions;

• Communicate with you about products, services, and updates;

• Fulfill regulatory or legal requirements;

• Deliver marketing or educational materials (if you have provided consent).

Sharing Information

Patriot Advisory Group does not sell or rent personal information.
We may share information only with:

• Unaffiliated service providers (insurance companies, custodians, mutual fund or broker-dealer partners) strictly to maintain or service accounts;

• Government agencies or law-enforcement authorities when required by law;

• Other parties with your explicit consent (e.g., attorney, accountant, tax professional).

Clients may opt out of certain sharing by notifying our office in writing.

SMS and Electronic Communication

• By providing your phone number, you consent to receive text messages and calls regarding your account, scheduling, and updates.

• SMS consent is not shared with third parties or affiliates.

• Message and data rates may apply; you can opt out at any time by replying STOP.

Protecting Your Information

We maintain physical, electronic, and procedural safeguards that comply with industry standards and federal regulations to protect your nonpublic personal information.
If you close your account or become inactive, we will continue to adhere to these privacy practices.

Policy Updates

We may update this Privacy Policy from time to time. Any material changes will be posted on this page, and the updated effective date will be shown above.