Our Privacy Policy

Our office is committed to safeguarding the confidential information of its clients. We hold all personal information provided to us in the strictest confidence. These records include all personal information that we collect from you in connection with any of the services provided by us. It will include information about your personal finances, tax returns, wills, trusts, insurance policies, investment statements, and other sensitive information required for the planning process.

We limit access to information only to those who have a business or professional reason for knowing. We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk.

For unaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors, we also require strict confidentiality and expect them to keep this information private.

We do not provide your personal information to mailing list vendors or solicitors for any purpose. Personal information about you will be maintained during the time you are a client, and for the required time thereafter that such records are required to be maintained by federal and state laws. After this required period of record retention, all such information will be destroyed.


Cetera Advisor Networks LLC Privacy Policy