|
Your
Privacy is Secure
Your
Information
Your nonpublic personal information is
collected from various sources:
Information received from you on tax organizers, worksheets, client
questionnaires, 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 nonpublic 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. |
