Sycamore Financial Advisors (SFA) is committed to maintaining the confidentiality, integrity and security of the personal information that is entrusted to us. The categories of nonpublic information that we collect from our clients may include information about personal finances, information about health to the extent that it is needed for the financial planning process, and information about transactions between clients and third parties. We use this information to help our clients meet their personal financial goals.
With our clients’ permission, we disclose limited information to attorneys, accountants, and other professionals or institutions with whom they have established a relationship. Clients may opt out from our sharing information with these nonaffiliated third parties by notifying us at any time by telephone, mail, fax, email or in person. With client permission we share a limited amount of information with the client’s custodian or brokerage firm in order to execute securities transaction on their behalf.
We maintain a secure office to ensure that our clients’ information is not placed at unreasonable risk. We employ a firewall barrier, secure data encryption techniques and authentication procedures in our computer environment.
We do not provide personal information to mailing list vendors or solicitors. We require strict confidentiality in our agreements with unqualified third parties that require access to personal information, including financial service companies, consultants, and auditors. Federal and state securities regulators may review our Company records and personal records as required and permitted by law.
Personally identifiable information will be maintained while still a client of SFA and for the required period thereafter that records are required to be maintained by federal and state securities laws. After that time, information may be destroyed.
What information do we collect?
We collect information from you when you register on our site, request information or reports, or respond to a survey.
When ordering or registering on our site, as appropriate, you may be asked to enter your name, mailing address or phone number. You may, however, visit our site anonymously.
What do we use your information for?
Any of the information we collect from you may be used in one of the following ways:
• To improve our website (we continually strive to improve our website offerings based on the information and feedback we receive from you).
• To improve customer service (your information helps us to more effectively respond to your customer service requests and support needs).
How do we protect your information?
We implement a variety of security measures to maintain the safety of your personal information when you enter, submit, or access your personal information.
Do we disclose any information to outside parties?
We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information. This does not include trusted third parties who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential. We may also release your information when we believe release is appropriate to comply with the law, enforce our site policies, or protect ours or others rights, property, or safety. However, non-personally identifiable visitor information will not be provided to other parties for marketing, advertising, or other uses.
1420 Osborne St., Ste. B16
Humboldt, Tennessee 38343