Privacy Disclosure
We will not share nonpublic personal information about our clients with nonaffiliated third parties without your consent, except for specific purposes described below. This notice explains our collection, use, retention and security of information about you.
How We Gather Information: As part of providing you with financial services, we may obtain information from you in writing, in person, by telephone, electronically or by any other means. This information may include confidential business and personal information. We may also obtain information about this entity, its affiliates, and its owners from reporting agencies.
Sharing Information with Nonaffiliated Third Parties: We may disclose any non-public personal information about you to nonaffiliated third-parties without your consent when we believe it necessary for the conduct of our business, or as required or permitted by law, such as to respond to a subpoena or court order, judicial process, law enforcement or regulatory authorities request, in connection with a proposed or actual sale, merger, or transfer of all or a portion of business or an operating unit, and to help us prevent fraud. In addition, we may disclose any nonpublic personal information about you to our service providers to help us in our service for you, or to enable them to provide business services for us.
The information provided to these service providers may include the categories of information described above. These service providers are not allowed to use your personal information for their own purposes and are contractually obligated to maintain strict confidentiality. We also limit their use of your personal information to the performance of the specific service we have requested.
We do not disclose your non-public personal information to other companies who may want to sell their products or services to you, unless you provide prior consent.
Former Clients: Our Privacy Policy will continue to apply to former clients of the firm.
To Whom This Policy Applies: This Privacy Policy applies to our clients, their affiliates, their owners, and their employees.
Our Security Practices and Information Accuracy: We also take steps to safeguard client information. We restrict access to the personal and account information of our clients to our employees and agents for business purposes only. We maintain physical, electronic, and procedural safeguards to guard your personal information. We also have internal controls to keep client information as accurate and complete as we can.
Other Information: We reserve the right to change this Privacy Policy. The examples contained within this Privacy Policy are illustrations and they are not intended to be exclusive. If you have any questions about our Privacy Policy, please contact us.