It is important to Infinite Financial Solutions that our clients are aware of our company's Privacy Policy. Financial advisors, like all companies who receive personal financial information pertaining to their provision of services to customers, are required by law to inform their clients, in writing, of their policies regarding the privacy of client information. When appropriate, Infinite Financial Solutions is referred to below as "we".
It is the policy of Infinite Financial Solutions to keep all information that we collect from you confidential from all sources. We restrict access to all nonpublic personal information about you to members of our firm who need to know that information to provide services to you. We do collect nonpublic personal information about you from the following sources:
We do not disclose any nonpublic personal information about our clients or former clients, except as permitted, required by law or approved by you in writing as listed below:
We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with Federal regulations to guard your nonpublic personal information.
If You Have Questions About This...
If you have any questions about this Privacy Policy, please feel free to discuss them with us, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us. We welcome questions and comments about our Privacy Policy.