Privacy

(A guide to how we use and protect client information):

We don’t let you e-mail us from this site, so we know nothing about you.

You initiate contact by phone and subsequent appointment.

As we begin our business relationship, we will collect more info directly with you.

You may be invited to subscribe to online newsletters, through automated forms.

If you have been referred to our website by another website, search engine, or automated forms engine, we may receive anonymous aggregated search usage data through tags passed, but we are not able to, and will not attempt to associate that data with any personal identifiable information.

What does TD Ameritrade do with your personal information?

What does Carbonite do with your personal information?

What is Carbonite General Terms of Service?

Making sure you’re protected and prepared

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