Privacy Policy - Your Records Are Safe With Us
- We have nonpublic personal information about you from the following sources:
- Information from you on documents used in providing this service
- Information from the transactions used in preparing your financial reports
- We do not disclose any nonpublic personal information about you to anyone, except as permitted by law.
- If you decide to close your account or become an inactive client, we will adhere to the privacy policies and practices as described in this notice.
- We restrict access to your personal and account information to those employees who need to know to provide products and services to you.
- We maintain physical, electronic, and procedural safeguards to guard your nonpublic personal information.
- Your confidence in us is important and we want you to know that your personal and account information is safe.
- If you have any questions or concerns, please contact us.
