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Privacy Policy
Your Information
Your nonpublic personal information is collected from
various sources:
- Information received from you on tax organizers, worksheets, client questionaires,
applications and other financial documentation you provide.
- Information you provide during personal interviews and telephone conversations.
- Information about your transactions with the firm.
- Information received about you from consumer reporting agencies if background
or credit checks are conducted on your behalf.
Non-Disclosure
Your nonpublic personal information is not disclosed to any person or party, except
as required by law. Upon closing your account, your nonpulic personal information
will not be disclosed to any person or party.
Security
Access to your information is restricted in a variety of ways:
- Only to those employees who have a need to know to provide products or
services to you.
- Physical security, electronic security safeguards and strict procedural
measures consistent with federal standards are in place to protect your nonpublic
personal information.
Your privacy is important. Your trust that your information is protected is equally
important. Please call if you have any questions.
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