Compliance
Privacy Notice
Please follow this link to read Allegheny's Privacy Notice.
Website Privacy Statement
Please follow this link to read Allegheny's Website Privacy Statement.
Short Message Service (SMS) Policy and Terms of Service
Allegheny Financial Group & Allegheny Investments (Allegheny) is committed to protecting your personal information. By subscribing to our SMS alerts, you consent to the following:
Data Collection: We collect your phone number and name to send information regarding your account(s).
Data Usage: Typically, the types of messages are meeting updates, appointment reminders, and to provide general information regarding your account(s).
Message Security: All incoming and outgoing SMS messages are sent through secure channels to ensure they reach the intended recipients safely. We take necessary steps to protect the security and integrity of our communication systems.
Message Retention and Usage: Your information is retained as required by financial regulations. After this period, your messages are securely deleted.
Data Collection: We collect your phone number and name to send information regarding your account(s).
Data Usage: Typically, the types of messages are meeting updates, appointment reminders, and to provide general information regarding your account(s).
Message Security: All incoming and outgoing SMS messages are sent through secure channels to ensure they reach the intended recipients safely. We take necessary steps to protect the security and integrity of our communication systems.
Message Retention and Usage: Your information is retained as required by financial regulations. After this period, your messages are securely deleted.
- Messaging frequency may vary.
- Message and data rates may apply.
- To opt out at any time, text STOP.
- For assistance, text HELP or visit our website, alleghenyfinancial.com
- Visit alleghenyfinancial.com/compliance for privacy policy and alleghenyfinancial.com/compliance for Terms of Service.
Opt-Out: To opt out of SMS alerts, reply STOP to any message or contact us at 800-899-3880 or by email at compliance@alleghenyfinancial.com. We will remove your information from our messaging list within 24 hours.
Non-Sharing Clause: SMS Consent and phone numbers will not be shared with third parties for the purpose of SMS. Your data is used only for secure messaging through our SMS provider.
Changes to SMS Policy: This SMS policy sets forth our current practices and procedures with respect to privacy. We reserve the right, at our discretion, to change, modify or alter all or portions of this policy at any time. If our policy changes in the future, the updated policy will be posted here so that you will have the latest information on our data collection and use procedures.
Allegheny Financial Group ADV Brochure (incl. Wrap)Allegheny Investments ADV Brochure (incl. Wrap)CRS - Customer Relationship Summary