Legal
Last updated: May 30, 2026
Triad Advising ("Triad Advising," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect, how we use it, when we share it, and the choices you have. By using our website, services, or messaging programs, you agree to the practices described below.
We collect information you provide directly to us and information gathered automatically when you interact with our website and services. This may include:
We use the information we collect to:
We do not sell your personal information. We may share information with trusted service providers who perform functions on our behalf (such as messaging, email delivery, and analytics), and only to the extent necessary for them to provide those services. We may also disclose information when required by law or to protect our legal rights.
Mobile information is never shared or sold. No mobile information — including phone numbers collected for SMS opt-in and the consent itself — will be shared with or sold to third parties, affiliates, or lead generators for marketing or promotional purposes. Text messaging opt-in data and consent are excluded from all categories of data sharing described in this policy.
If you opt in to receive text messages from Triad Advising, message frequency may vary and message and data rates may apply. You can opt out at any time by replying "Not Now" (or STOP) to any message, and you can reply HELP for assistance. For full details, see our SMS Terms & Messaging Disclaimers.
Our website uses cookies and similar technologies to operate properly, remember your preferences, and understand how visitors use the site. You can control cookies through your browser settings; disabling them may affect site functionality.
We use reasonable administrative, technical, and physical safeguards designed to protect your personal information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
You may request access to, correction of, or deletion of your personal information by contacting us using the details below. You may also opt out of marketing communications at any time. Depending on your location, you may have additional rights under applicable privacy laws.
Our services are intended for businesses and individuals 18 years of age and older. We do not knowingly collect personal information from children.
We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date above. Material changes will be communicated through our website.
Questions about this Privacy Policy or your information? Reach out and we'll respond within one business day.
Email: team@triadadvising.com
SMS support: support@triadadvising.com
Office: St. Petersburg, FL