Greer Financial Services considers the privacy of its clients to be of fundamental importance and has established a policy to maintain the confidentiality of the information you share with us.
Personal Information We Collect
- We do not sell any information to any third parties. However, we do collect and retain certain nonpublic information about you, including:
- Information you disclose to us about your financial situation and goals
- Information about your investments including client statements, transaction history and information to ensure the investment is appropriate.
- Information we need to complete our paperwork for your investment selections
Personal Information We May Disclose
We occasionally disclose nonpublic personal information about you to affiliates and non-affiliates as permitted by law. Some instances where we share information include:
- Sending applications with your information to insurance companies or to our third party investment advisor to invest in that product
- Accessing online information sites to monitor your investments
- Disclosing information in connection with legal proceedings, such as responding to a subpoena
When information is shared with third parties, they are not permitted to use the information for any other purpose than to assist our servicing of your account(s) or as permitted by law. We restrict access to your nonpublic personal information to authorized employees. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information.
These measures reflect our commitment to maintaining the privacy of your confidential information. We appreciate the confidence you have shown by entrusting us with your assets.
