Florek Financial, LLC, is committed to maintaining the confidentiality, integrity and security of nonpublic information that is entrusted to us and preventing unauthorized use of such information.
The categories of nonpublic information that we collect from you may include information about your identity (including names, addresses, social security numbers, etc.), personal finances, health to the extent that it is needed for the financial planning process, and information about transactions between you, third parties and Florek Financial. We use this information to help you meet your personal financial goals.
We maintain a secure office to ensure that your information is not placed at unreasonable risk. We maintain physical, electronic and procedural safeguards that comply with applicable laws to safeguard your information.
We do not provide your personal information to mailing list vendors or solicitors. We may disclose nonpublic personal information about you to the following types of non-affiliated third parties: money management and brokerage institutions in order to maintain your accounts; financial service providers such as mortgage brokers, insurance companies, banks, attorneys and accountants (but only with your prior authorization); or service providers that assist us with information systems management, account reconciliation and report production services, and secure document destruction, retention, and storage to facilitate our normal business operations.
We require strict confidentiality in our agreements with unaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors. Federal and state securities regulators may review our Company records and your personal records as permitted by law.
Personally identifiable information about you will be maintained while you are a client, 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.