Privacy Policy
Purdy Financial Group, PLLC Effective date: August 25, 2026
Purdy Financial Group, PLLC ("Purdy Financial Group," "we," "us," or "our") respects your privacy. This Privacy Policy explains what information we collect, how we use and share it, and the choices you have. It applies to our website at www.purdyfinancialgroup.com, our recruiting and lead forms (including forms served through social media platforms such as Facebook and Instagram), and other interactions with us.
By using our website or submitting your information to us, you agree to the practices described in this Privacy Policy.
Information We Collect
Information you give us. When you contact us, apply or express interest in an opportunity, request information, or submit a form (including a lead form on Facebook or Instagram), we may collect your name, email address, phone number, city and state, employment or licensing background, and any other information you choose to provide.
Information collected automatically. When you visit our website, we may automatically collect certain technical information such as your IP address, browser type, device information, pages viewed, and how you arrived at our site, through cookies and similar technologies.
How We Use Your Information
We use the information we collect to:
Respond to your inquiries and provide information you request.
Evaluate your interest in, and fit for, career and business opportunities with us.
Contact you by phone, text message, or email about opportunities and next steps.
Operate, maintain, and improve our website and communications.
Comply with legal and regulatory obligations.
Text Messaging (SMS)
If you provide your phone number and consent to be contacted, we may send you text messages related to your inquiry, application, or the opportunity, including scheduling and follow-up messages. Message and data rates may apply, and message frequency varies. You can opt out at any time by replying STOP, and you can reply HELP for help. Your consent to receive text messages is not a condition of any purchase or of being considered for an opportunity. We do not sell or share phone numbers collected for text messaging with third parties for their own marketing purposes.
How We Share Your Information
We do not sell your personal information. We may share it in the following limited circumstances:
Service providers. With vendors who perform services on our behalf (for example, scheduling, communication, CRM, and marketing tools), who are permitted to use the information only to provide those services.
Affiliated organizations. With the insurance marketing organizations and carriers we work with (including Symmetry Financial Group and Quility) as needed to evaluate your interest, facilitate licensing and contracting, and support onboarding.
Legal and safety. When required by law, regulation, or legal process, or to protect the rights, property, or safety of Purdy Financial Group, our clients, or others.
Business transfers. In connection with a merger, acquisition, or sale of assets.
Cookies and Tracking
Our website and ads may use cookies, pixels, and similar technologies (including tools provided by Meta and other advertising platforms) to understand site usage and measure and improve our marketing. You can control cookies through your browser settings; disabling them may affect how the site functions.
Data Retention
We retain personal information for as long as needed to fulfill the purposes described in this Policy, to comply with our legal obligations, resolve disputes, and enforce our agreements.
Your Choices and Rights
You may:
Opt out of text messages by replying STOP, and marketing emails by using the unsubscribe link.
Request access to, correction of, or deletion of the personal information we hold about you, subject to applicable law.
To make a request, contact us using the information below. Depending on where you live, you may have additional rights under applicable privacy laws.
Children's Privacy
Our website and opportunities are intended for adults (18 and older). We do not knowingly collect personal information from children.
Third-Party Links
Our website and ads may link to third-party websites or platforms that we do not control. This Policy does not apply to those sites, and we encourage you to review their privacy policies.
Data Security
We use reasonable administrative, technical, and physical safeguards to protect the information we collect. No method of transmission or storage is completely secure, however, and we cannot guarantee absolute security.
Changes to This Policy
We may update this Privacy Policy from time to time. When we do, we will revise the effective date above and post the updated version on this page.
Contact Us
Purdy Financial Group, PLLC 10033 Sawgrass Drive West, Suite 100 Ponte Vedra Beach, FL 32082 Phone: (904) 686-7978 Email: contact@purdyfinancialgroup.com