Privacy Policy

Harwood Advisory Group, LLC is committed to adhering ot the requirements and expectations regarding the privacy of personal information. Privacy regulations are founded upon three definitions:

1. Consumer - a person who has not entered into an investment advisory relationship but has disclosed non-public personal information to our firm.

2. Client - a person who has entered into an investment advisory relationship with the firm or that individual's designated representative.

3. Confidential Information - personally identifiable private information, not available from public sources, about a client or consumer. In general, it includes name, address, age, social security number, assets, income, net worth, account balances, account numbers, beneficiary information, or investment history.

Our firm collects non-public information about client and consumers. We will not share non-public information about clients or consumers which third parties not affiliated with our firm, except as noted below:

  • To complete transactions or account changes, as directed by the client
  • To maintain or service a client's account
  • If requested by the client
  • With entities under common ownership and control of our firm
  • With contracted third parties who require the information to develop, support and deliver services.

If our firm is required or permitted by law or regulatory authorities with jurisdiction over the firm.

As a client of our firm, your privacy is important to us. We are dedicated to safeguarding your personal and financial information. We restrict access to confidential personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards to comply with federal standards to guard you confidential personal information.

We will notify you in advance if our privacy policy is expected to change. We are required by law to deliver this Privacy Notice to you annually, in writing. Please contact us with any questions about this policy.

If you wish for us not to share your information as stated above:

Call us by phone at: (727) 524-1427 or Toll‐free (800) 989-1427

Contact us by mail at:

Harwood Advisory Group, LLC

13191 Starkey Road, Suite 1

Largo, FL 33773


Investing for Retirement

by Robert Harwood

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