Privacy Policy - The Gramm-Leach-Bliley Act of 1999:
We collect nonpublic personal information about you from the following sources:
-
Information we receive from you on applications,
tax organizers, worksheets and other documents;
-
Information about your transactions with us, our
affiliates, or others;
-
Information we receive from a consumer-reporting
agency.
We do not disclose any nonpublic personal
information about our clients or former clients to anyone, except as permitted
by law.
We restrict access to nonpublic personal information about you to those members
of our firm who need to know that information to provide services to you. We
maintain physical, electronic, and procedural safeguards that comply with
federal regulations to guard your nonpublic personal information.