This Privacy Policy describes how Advisors Group International Inc ("we," "us," "our") collects, uses, and protects your information when you use this website or engage our accounting, tax advisory and preparation, business advisory, and notary services.
Information we collect
- Information you provide — such as your name, email address, phone number, and the contents of messages you send through our contact form or other communications with us.
- Service information — details reasonably necessary to deliver the services or products you request.
How we use your information
We use the information you provide to:
- provide the services or products you request;
- respond to your inquiries;
- keep you informed of the status of your project, order, or engagement, including shipping notifications where applicable;
- request information that is missing or needed to complete your request; and
- provide customer and client support.
Sharing of information
We do not sell your personal information. We share information only with service providers who help us operate this website and deliver our services (for example, hosting and communications-delivery providers), and only as needed for those purposes, or where required by law.
Text messaging (SMS) program — AGII Client Care Notifications
If you opt in to text messages from AGII, we operate the program AGII Client Care Notifications. Messages may include appointment confirmations and reminders, responses to your inquiries, status updates on your engagement or filings, and requests for missing information. Message frequency varies based on your requests and activity. Message and data rates may apply.
Your consent to receive text messages, and the phone numbers and opt-in information collected for this program, are never shared with or sold to third parties for their marketing purposes.
Reply STOP at any time to cancel and stop receiving messages. Reply HELP for help, or call or text us at (936) 448-5900, or use the contact form at https://advisorsgroupintl.com/.
Data retention and security
We retain personal information only as long as needed for the purposes above or as required by law, and we use reasonable safeguards to protect it. No method of transmission or storage is completely secure.
Children
This website is not directed to children under 13, and we do not knowingly collect their personal information.
Changes to this policy
We may update this Privacy Policy from time to time. The effective date above reflects the latest revision.
Contact us
Questions about this policy? Please call or text us at (936) 448-5900, or use the contact form at https://advisorsgroupintl.com/.