G's Financial Harbor, doing business as Eagle Harbor Advisors ("Eagle Harbor Advisors," "we," "our," or "us"), is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website at gfharbor.ai and any associated subdomains, use our digital tools and web forms, or communicate with us via phone, email, or SMS text message.
Please read this Privacy Policy carefully. By accessing our website or providing your information through any of our web forms or tools, you acknowledge that you have read and understood this policy.
Plain English summary: We collect only the information needed to serve you as a client or prospective client. We do not sell your personal information. We do not share it with third-party advertisers. SMS opt-in information is never shared with any third party.
We collect information in the following categories:
| Category | Examples | Purpose |
|---|---|---|
| Contact Information | Name, email address, phone number, mailing address | Scheduling, correspondence, service delivery |
| Appointment Information | Preferred dates and times, consultation notes | Scheduling and appointment reminders |
| Financial Information | General asset range, retirement goals, stated financial concerns | Assessing fit and preparing for advisory conversations |
| Communications | Messages submitted through web forms, web chat tools, or email | Responding to inquiries and maintaining records |
| SMS Consent | Mobile phone number, opt-in confirmation, opt-out requests | Managing SMS communications and compliance records |
When you visit our website, we may automatically collect certain technical information, including:
This information is collected through cookies and similar tracking technologies. See Section 9 for more information.
We collect personal information through the following methods:
We use the personal information we collect for the following purposes:
We do not use your information for automated profiling or decision-making that produces legal or similarly significant effects without human involvement.
This section specifically addresses the collection and use of your information in connection with our SMS text message program. It is provided in full compliance with A2P 10DLC regulations and carrier requirements.
Our SMS program is limited to non-marketing service messages only:
Appointment reminders for scheduled calls and consultations
Follow-up messages tied to a prior appointment or interaction
Operational messages directly related to your engagement with Eagle Harbor Advisors
We do not send promotional, marketing, or advertising content via SMS.
SMS consent is obtained exclusively through one of the following methods:
Consent is always explicit and affirmative. We do not send SMS messages based on implied consent or pre-checked boxes.
Mobile opt-in data and consent records, including your phone number, opt-in date and method, and message history, will never be shared with, sold to, or disclosed to any third party for any purpose.
This includes advertising networks, marketing platforms, data brokers, and any other external organization. SMS data remains within G's Financial Harbor d/b/a Eagle Harbor Advisors exclusively.
You may opt out of SMS messages at any time by replying STOP to any message you receive from us. You will receive one final confirmation message and no further SMS communications will be sent. To re-subscribe, reply START. For help, reply HELP or contact us at (561) 940-4545.
Standard message and data rates from your mobile carrier may apply. Eagle Harbor Advisors does not charge for SMS messages.
We do not sell, rent, or trade your personal information to third parties.
We do not share your personal information with third-party advertisers, marketing companies, or data brokers.
We may share your information in the following limited circumstances:
Your information is accessible only to authorized personnel within G's Financial Harbor d/b/a Eagle Harbor Advisors who need it to provide services to you or to fulfill their job responsibilities.
As a registered investment advisory firm affiliated with Kestra Investment Services, LLC, we may be required to maintain certain client records and communications in accordance with SEC, FINRA, and applicable state regulations. Records may be accessible to our affiliated broker-dealer and regulatory authorities in the course of audits, examinations, or investigations.
We may disclose your information if required to do so by law, court order, or government authority, or if we believe in good faith that such disclosure is necessary to protect the rights, property, or safety of Eagle Harbor Advisors, our clients, or the public.
In the event of a merger, acquisition, or sale of all or a portion of our assets, your personal information may be transferred as part of that transaction. We will notify you of any such change in ownership and the choices available to you.
We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy and to comply with applicable legal and regulatory obligations.
For registered investment advisers and affiliated broker-dealers, FINRA and SEC regulations require certain client records to be retained for a minimum of three to six years depending on the record type. We retain records in compliance with these requirements.
SMS opt-in and opt-out records are retained as required for A2P compliance documentation.
When personal information is no longer required, we take reasonable steps to destroy or de-identify it securely.
We implement reasonable administrative, technical, and physical safeguards to protect your personal information against unauthorized access, disclosure, alteration, or destruction. These measures include access controls, encryption where appropriate, and regular review of our information collection and storage practices.
No method of transmission over the Internet or electronic storage is completely secure. While we strive to use commercially reasonable means to protect your personal information, we cannot guarantee its absolute security. If you have reason to believe your interaction with us is no longer secure, please contact us immediately at [email protected].
Our website uses cookies and similar tracking technologies to improve your experience, analyze website traffic, and understand how visitors use our site.
Most web browsers allow you to control cookies through your browser settings. You can set your browser to refuse cookies or to alert you when cookies are being sent. Note that disabling certain cookies may affect the functionality of our website.
To opt out of Google Analytics tracking, you may use the Google Analytics Opt-Out Browser Add-on available at tools.google.com/dlpage/gaoptout.
Depending on your location and applicable law, you may have the following rights with respect to your personal information:
To exercise any of these rights, please contact us using the information in Section 14. We will respond to your request within a reasonable time and in accordance with applicable law. Please note that certain information may be subject to mandatory retention under securities regulations and may not be eligible for deletion.
Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children under 18. If you believe we have inadvertently collected personal information from a minor, please contact us immediately at [email protected] and we will take steps to delete that information.
If you are a California resident, you have specific rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA).
You have the right to request that we disclose the categories and specific pieces of personal information we have collected about you, the categories of sources from which we collected it, the business or commercial purpose for collecting it, and the categories of third parties with whom we share it.
You have the right to request deletion of your personal information, subject to certain exceptions including our legal and regulatory retention obligations.
We do not sell or share your personal information as defined under California law. You do not need to opt out.
We will not discriminate against you for exercising any of your California privacy rights.
To submit a California privacy rights request, contact us at [email protected] or call us at (561) 940-4545. We will respond within 45 days of receiving a verifiable consumer request.
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make changes, we will update the "Last Updated" date at the top of this page.
We encourage you to review this Privacy Policy periodically. Your continued use of our website after any changes indicates your acceptance of the updated policy.
For material changes that significantly affect how we handle your personal information, we will make reasonable efforts to notify you directly where we have your contact information on file.
If you have questions, concerns, or requests regarding this Privacy Policy or our handling of your personal information, please contact us:
G's Financial Harbor d/b/a Eagle Harbor Advisors
Attn: Privacy
9315 Laurel Green Dr
Boynton Beach, FL 33437
Phone: (561) 940-4545
Email: [email protected]
Eagle Harbor Advisors is affiliated with Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC, and Kestra Private Wealth Services, LLC (Kestra PWS). Kestra IS and Kestra PWS are not affiliated with G's Financial Harbor or Eagle Harbor Advisors. This Privacy Policy applies only to information collected by G's Financial Harbor d/b/a Eagle Harbor Advisors. For information about how Kestra handles personal information, please refer to Kestra's own privacy disclosures.