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We are committed to safeguarding the confidential information of our clients and prospects. We hold all personal information provided to our company in the strictest confidence and do not share confidential information about you with nonaffiliated third parties. In the unlikely event there were to be a change in this fundamental policy that would permit additional disclosures of your confidential information, we will provide written notice to you, and you will be given an opportunity to direct us as to whether such disclosure is permissible.
Information provided to our company may be used for our future marketing or sales efforts; however, you have the right to remove your name from our database if you do not find our offering to be of value or simply prefer not to be contacted by mail, email and/or phone.
We restrict access to client and prospect information to those representatives and employees who need the information to perform their job responsibilities within our firm. We maintain agreements, as well as physical, electronic and procedural measures to safeguard information about you.