Privacy Policy

At Neighborhood Advisors we strive for complete customer satisfaction, which includes respecting your privacy. In efforts to do so, we designed this notice explaining our policies and procedures concerning the collection and handling of your personal information.

What We May Collect:
Neighborhood Advisors and its affiliates are committed to safeguarding customer information and holding your personal and financial information provided to us in the strictest of confidence. In order to provide you with individualized service, we collect certain nonpublic personal information about you from information you provide on applications or other forms, whether in writing, in person, by telephone, electronically or by any other means as well as information about your account.

This information may include your:

• Name
• Address
• Phone Number
• Date of Birth
• Social Security number
• Assets
• Purchases/Sales
• Other information as required

How Your Personal Information Will Be Handled:
We do not disclose any personal information about you to anyone, except as permitted by law. We do this in hopes that we may continue to offer you the products and services you need to help meet your insurance and financial service needs and to effect, administer or enforce transactions you authorize.

We may disclose the information we collect to companies that perform administrative or marketing services on our behalf, such as insurance carriers, transfer agents, credit reporting agencies, vendors of deposit and non-deposit investment products or printers. These companies will use this information only for the services for which we hired them and are not permitted to share or use this information for any other purpose.

Personally identifiable information about you will be maintained during the time you are our client and for any additional time thereafter as required by federal and state laws.

How We Safeguard Your Information:
With regard to our internal security procedures, we restrict access to your personal and account information to those employees and representatives who need to know. We maintain physical, electronic and procedural safeguards to protect your nonpublic personal information.

How We Protect You Online:
Our concern for the privacy of our clients also extends to those who utilize our website. Neighborhood Advisors, Inc. is the sole owner of the information collected on this site. We will not sell, share or rent this information to others in ways not disclosed in this statement.