Your Information
Your nonpublic personal information is collected from various sources:
- Information received from you on tax organizers, worksheets, client question-naires, applications and other financial documentation you provide;
- Information you provide during personal interviews and telephone conversations;
- Information about your transactions with the firm;
- Information received about you from consumer reporting agencies if back-ground or credit checks are conducted on your behalf.
Non-Disclosure
Your nonpublic personal information is not disclosed to any person or party, except as required by law or to facilitate filing your tax return.
Upon closing your account, your nonpublic personal information will not be disclosed to any person or party.
Security
Access to your information is restricted in a variety of ways:
- Only to those employees who have a need to know to provide products or services to you;
- Physical security, electronic security safeguards and strict procedural measures consistent with federal standards are in place to protect your nonpublic personal information.
Your privacy is important. Please trust that protecting your information is equally important.
Please call if you have any questions.
SMS/Mobile Messaging Privacy
James T. Borello & Co. may send SMS appointment reminders to clients who have provided verbal consent. Your mobile information will not be sold or shared with third parties for promotional or marketing purposes. All categories above exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. We will not share your opt-in to an SMS campaign with any third party for purposes unrelated to providing you with the services of that campaign. We may share your Personal Data, including your SMS opt-in or consent status, with third parties that help us provide our messaging services, including but not limited to platform providers, phone companies, and any other vendors who assist us in the delivery of text messages.
