Privacy/Terms of Use
Privacy/Terms of Use
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
