Types of Non-Public Personal Information We Collect
We collect non-public personal information about you that is provided to us by you or obtained by us with your authorization.
Parties to Whom We Disclose Information
We do not disclose any non-public personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance: providing information to our employees; and in limited situations, to unrelated third parties who need to know that information to assist us in providing service to you. In all such situations, we stress the confidential nature of information being shared.
Protecting the Confidentiality and Security of our Clients' Information
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs, and in some cases, to comply with professional guidelines. In order to guard your non-public personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
Please call Steve Smith at (910) 790-9010 if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.
Call Us Today At ♦ (910) 790-9010
Wilmington, NC 28403
Fax: (910) 790-9022