Privacy Policy
| Privacy Policy The purpose of this letter is to inform all those associated with us that on June 22,2000, the Securities and Exchange Commission issued a new rule, Regulation S-P. Regulation S-P serves to implement the privacy requirements of the Gramm-Leach-Bliley Act. Therefore, by law we are required to disclose to you our privacy policies. | |  |
Wolfe Financial Group – Accountants, Tax Consultants and Financial Advisors realize and value that each one of our clients has entered into a trusting relationship with us. Therefore, Respecting the privacy and security of a customer’s personal information is our top priority. Our primary client goal is to safeguard your privacy while offering the best products and services that are available. Wolfe Financial Group will not nor has ever disclosed any of our customers or former customers nonpublic personal information to any outside third parties, except where required by law. However, to service our clients we do collect and use personal information from such sources as: - Information reported by you on applications or other forms you provide to us - Information about your transactions with us or our affiliates Implementation In order to implement the Securities and Exchange Commissions new rule, we will continue to internally safeguard your nonpublic personal information by restricting access to only those employees who provide products or services to you or those who need access to your information in order to service your account. In addition, Wolfe Financial Group will maintain physical and procedural safeguards that meet federal and state standards to guard your nonpublic personal information.
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