Notice Regarding Treatment of Confidential Information
Why We Collect And How We Use Information: When we evaluate your request for our services, provide insurance and investment advice to you and process transactions for your account, you typically provide us with certain personal information necessary for us to provide advice and process transactions. We may also use that information to offer you other services we provide which may meet your investment needs.
What Information We Collect: The personal information we collect may include:
- Name and address
- Date of Birth
- Account balance and positions
- Investment activity
- Social Security or Taxpayer Identification Number
- Tax Statements
- Estate Documents
- Electronic Data
- Accounts at other institutions
How We Protect Information: We do not sell your personal information to anyone.
We treat information about current and former clients and their accounts in a confidential manner. Our employees may access information and provide it to third parties only when completing a transaction at your request or providing our other services to you.
At your written request, we may disclose information to attorneys, accountants, lawyers, securities and insurance professionals and others to assist us, or them, in providing services to you. We may also share information with companies that perform services on our behalf, such as the companies that we hire to perform marketing or administrative services. Companies we may hire to provide support services are not allowed to use your personal information for their own purposes. We may make additional disclosures as permitted by law.
We also maintain physical, electronic, and procedural safeguards to protect information. Employees and our professional service representatives are required to comply with our established information confidentiality provisions.
Access to and Correction of Information: Generally, upon your written request, we will make available information for your review. Information collected in connection with, or in anticipation of, any claim or legal proceeding will not be made available.
If your personal information with us becomes inaccurate, or if you need to make a change to that information, please contact us at the number shown below so we can update our records.
Remarketing: Our website occasionally uses a remarketing pixel to remind visitors to come back and visit us again online once they have been to our site. This happens by the appearance of ads for Filbrandt & Company on other websites they visit after coming to this website. The remarketing pixel leaves a cookie on your computer which tells Google and other third-party ad vendors to show Filbrandt & Company ads to people who have previously visited this site.