Providers of personal and business financial services are required by law to inform clients of privacy policies concerning client information. Your financial privacy is important to us, and we will always protect that right to privacy to the best our ability.
In the course of our work with you, we do need to collect nonpublic personal information about you. We do not disclose any nonpublic personal information about our current or former clients obtained in the course of our work except as required or permitted by law.
We collect nonpublic information about you that is provided to us by you or obtained by us with your authorization.
We restrict access to nonpublic personal information about you to those members of our company who need to know that information to provide services to you. We also require all adding technology™ employees and independent contractors to sign a non-disclosure agreement.
In limited situations, we may disclose information about you to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of the information being shared.
We retain records relating to professional services that we provide so that we are better able to assist you with your needs.
We maintain physical, electronic, and procedural safeguards to guard your nonpublic personal information.
adding technology™ has a high regard for professional ethics and the opportunity to provide you with quality financial services. We value your privacy. Please do not hesitate to contact us if you have any questions.