Our company’s core values are to deliver personalized customer service, responsiveness and flexibility with uncompromising honesty, integrity and professionalism in an effort to achieve a best in class level of customer satisfaction.
Disclosure of Information
We do not disclose any nonpublic personal information obtained in the course of our relationship, except as required or permitted by law. Permitted disclosures include providing information to parties authorized by the client and to our employees. We stress the confidential nature of the information being provided in all situations. All employees, at every level, are informed of our confidentiality standards at the beginning of employment and privacy policies are reviewed annually.
Protecting the Confidentiality and Security of Client Information
We restrict access to nonpublic personal information about you to those employees who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards over retained records that comply with our professional standards.
In the course of providing you with the services and products we offer, we collect personal information about you not otherwise publicly available. We are required by a new federal law to inform clients of our policies regarding privacy of client information.
We collect Nonpublic Personal Information from the following sources:
Information we receive from you (or other persons acting on your behalf) for applications or other forms, by telephone or otherwise, such as your name, address, date of birth, employment, and residence history, sources and nature of your income and expenses, telephone numbers and other information useful to contact you, etc.
Information about your transactions with us, our affiliates, or others; such as payment history and creditworthiness.
Information we receive from any consumer reporting agency or credit bureau.