Your Privacy Matters
You have provided your financial advisor / wealth manager and Premier Financial Advisors, Inc. (“PFA”) with confidential information so that we can advise and help you meet your personal or organizations financial goals. Preserving this confidentiality and your privacy is of the highest importance to us. We hold all personal information provided to us in the strictest of confidence and we restrict access to your personal information to personnel who need that information to service your account and/or provide you with products and services. We enforce policies and procedures that preserve your privacy and maintain physical, electronic, and procedural safeguards to protect the security and confidentiality of your information.
How we protect your personal information:
Premier Financial Advisors, Inc. does not rent or sell your name or any other personal information and is committed to maintaining the confidentiality, integrity, and security of the information that is entrusted to us. It is the policy of PFA to keep confidential nonpublic information pertaining to each current and former client unless PFA is: (1) previously authorized by the client to disclose information to individuals and/or entities not affiliated with PFA including, but not limited to, the client’s other professional advisors and/or service providers, such as their attorney, accountant, insurance agent, broker-dealer, investment advisor, account custodian, etc; (2) required to do so by judicial or regulatory process; or (3) otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations.
Should you have any questions regarding the above, please contact Mark Martiak at 212-752-4343.