Personally Provided Information
You do not have to give us personal information to visit our website. If you choose to provide us with additional information about yourself through an e-mail message, form, survey, etc., this information is sent to the financial advisor through e-mail and is not collected in any other format.
Please be advised that for current and former clients we do not disclose any non-public personal information to anyone except as permitted by law. Further, we restrict access to non-public personal information to only those employees and certain service providers who need to know that information for us to provide services to you. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information.
Permitted disclosures of non-public information include providing information to third parties that assist in processing client transactions or servicing accounts. Required disclosures would result from cooperation with regulatory or law enforcement authorities. Your privacy is important to us; therefore, we will not sell, rent, or give your e-mail address to a third party.
Account Access
Atwood & Palmer, Inc., offers clients online access to reporting services. To protect client information, users are required to log in using a unique user name and password. Atwood & Palmer, Inc. has implemented industry standard technical, physical, and administrative safeguards designed to protect your information from unauthorized access, use, or disclosure. In the event of a breach affecting personal information, we will notify individuals in accordance with applicable laws and regulations.
Public Use
This website is considered public information and may be printed for personal use.