At Coordinated Wealth Management your privacy is important to us.
We are committed to maintaining the confidentiality, integrity and security of your personal information. When you provide your personal information, we believe that you should be aware of our policies to protect the confidentiality of that information.
We collect non-public personal information about you from the following sources:
Information we receive from you on applications or other forms. Information about your transactions with us, or others.
We do not disclose any non-public personal information about our customers or former customers to anyone except as permitted by law. We restrict access to non-public personal information about you to those employees with a legitimate business need for the information. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your non-public personal information.