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We collect nonpublic personal information about you from the following
sources:
- Information we receive from you on applications, tax preparation
worksheets, or other forms;
- Information about your transactions with us or others;
- Information we receive from a consumer reporting agency.
We do not disclose any nonpublic personal information about you
to anyone, except as permitted by law.
If you decide to close your account(s) or become an inactive client,
we will adhere to the privacy policies and practices as described
in this notice.
We restrict access to your personal and account information to
those employees who need to know that information to provide products
or services to you. We maintain physical, electronic, and procedural
safeguards that comply with federal standards to guard your nonpublic
personal information.
Your confidence in us is important and we want you to know that
your personal and account information is safe. If you have any questions
or concerns, please contact us.
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