Privacy Policy


Our goal is to provide you with all of the financial services you need, when you need them. In helping you achieve your financial goals, we understand that protecting the privacy of your financial information is important to you. We want you to understand what information we collect and how we use it. This privacy notice describes our practices for safeguarding your personal information and our commitment to protecting your privacy. The following policy serves as a standard for all of our employees for collection, use, retention and security of non-public personal information which you may choose to provide to us on this Web site.

Collection of Information

We collect certain information about you through this Web site but only when that information is provided by you or is obtained by us with your authorization. You may choose to provide either business or personal information (such as your name, address, business telephone number and e-mail address) on this Web site. The following are the ways you may provide us information and the types of information you may submit, as well as how we may use the information.

Contacting Us

If you wish to receive additional information provided on our Web site, we ask that you provide to us certain information such as your name, e-mail address, and business contact information, as well as an indication of which of our services you are interested in receiving more information. You may request this information by completing the “Contact Us” form located on our Web site.
Additionally, from time to time, we may send you details of products and services which we think may be of interest to you but will only do so if you have indicated that you wish to receive such communications. If you know longer wish to receive such communications, you may contact us, and we will no longer provide you with such information.