SMS Privacy Policy

Effective Date: 08/28/2024

1. Introduction
At Norris Financial Group, LLC, we respect your privacy and are committed to protecting the personal information you share with us. This Privacy Policy outlines how we collect, use, and protect your information, particularly concerning our SMS communication services.

2. Information We Collect
We may collect the following types of information:

  • Personal Information: Name, phone number, email address, and other contact details you provide when you opt-in to receive SMS communications from us.
  • Usage Data: Information about your interaction with our services, including the messages you send or receive, the time and date of these messages, and your preferences.

3. How We Use Your Information
The information we collect is used to:

  • Send you SMS messages that you have consented to receive.
  • Personalize and improve our services.
  • Communicate with you regarding our services, promotions, and updates.
  • Comply with legal obligations and carrier requirements.

4. Obtaining Consent
You consent to receive SMS communications from Norris Financial Group by providing your phone number and opting in. Consent is obtained through:

  • Web Forms: When contacting us through our website, you may select a check box to opt-in to receive SMS notifications.
  • Text Message Opt-In: When you send a specific keyword to our designated short code or phone number.
  • You may opt out of receiving SMS messages at any time by replying “STOP” to any of our messages or contacting us directly.

5. Sharing Your Information
We will not share your SMS consent, or phone numbers for the purpose of SMS, with outside individuals or third parties.

6. Data Security
We implement various security measures to protect your personal information. However, please note that no method of transmission over the Internet or method of electronic storage is 100% secure.

7. Your Rights
You have the right to:

  • Access the personal information we hold about you.
  • Request correction or deletion of your personal information.
  • Withdraw your consent to receive SMS communications at any time.

8. Contact Information
If you have any questions or concerns regarding this Privacy Policy or your personal information, please contact us at:

Norris Financial Group LLC
info@norrisfinancialgroup.com
605 N Main St., Greenville, SC 29601
(864) 235-6408

9. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page, and the effective date will be updated accordingly.

© 2024 Norris Financial Group. All rights reserved. 


To learn more about the professional history of our financial advisor(s), please visit BrokerCheck
View our ADV here. View our CRS here. View Osaic Wealth Form CRS here.


The views expressed are not necessarily the opinion of Osaic Wealth, Inc., and should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.

Securities offered through  Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory services offered through Norris Financial Group, LLC, a Registered Investment Advisor unaffiliated with Osaic Wealth

The  Osaic Wealth, Inc., Registered Representative(s) associated with this site may only discuss and/or transact securities business with residents of the following states (registrations vary by individual representative): AL, AR, AZ, CA, CO, FL, GA, LA, MS, NC, OH, PA, SC, TN, TX, VA, VT, WV

PLEASE NOTE: When you link to any of the websites/hyperlinks displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.