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Privacy and Information Statement
We recognize the need to protect and maintain the privacy of our clients' personal, financial & health information. We know that our clients' trust is our most treasured asset.
Information We Collect
We collect personal information that is non-public. Most of the information we collect is voluntarily provided by you on applications or other forms. We also collect information about your transactions with us, our affiliates, or others; and information we receive from outside agencies.
Information We Disclose
We disclose personal, financial and health information to affiliates as necessary for marketing, servicing and underwriting purposes and to complete transactions initiated by you. Even if you are no longer a current client we will continue to keep your privacy intact.
How Your Information is Protected
We allow access to your personal information only to our employees that have a legitimate business purpose for obtaining this information. We maintain physical, electronic and procedural safeguards to guard your non-public information.
Any Questions Concerning Our Policy
We would welcome any questions concerning our policy. Please direct your questions to Hoffman-Robertson at (859) 498-3410.
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