SS&H Financial Advisors, Inc. is committed to safeguarding the confidential information of our clients because mutual trust is essential to the advisor-client relationship. This is an abbreviation of our policy describing how we treat your personal information.
Our primary client goal is to protect your privacy. To conduct regular business, we may collect non-public personal information from sources such as:
- Applications or other forms you provide to us; and
- Your account, including your transactions with us, our affiliates, or others.
We do not share non-public personal information about our clients or former clients with anyone, except as otherwise permitted by law. We do not provide your personally identifiable information to direct marketers or independent solicitors (for other companies) for any purpose.
If you decide to close your account(s), we will continue to adhere to the privacy practices described in this notice when you become a former client. We internally safeguard your non-public personal information by restricting access to only those employees who provide products or services to you or those who need access to your information to service your account.