Robert A. Parker Insurance & Financial Services places a high value on the trust and confidence our clients place in us, and we consider your privacy our utmost concern. In order to provide you with individualized service, Robert A. Parker Insurance & Financial Services and/or our associates collect certain nonpublic personal information about you from information you provide on applications or other forms (such as your address, social security number and income level), and information about your account transactions with us (such as purchases, sales and account balances).
We do not disclose any nonpublic personal information about you to anyone, except as permitted by law. Specifically, so that Robert A. Parker Insurance & Financial Services and/or our associates may continue to offer you products and services that best meet your insurance and/or investing needs, and to effect transactions that you request or authorize, we may disclose the information we collect, as described above, to companies that perform administrative or marketing services on our behalf, transfer agents, or printers and mailers that assist us in the distribution of materials. We also may disclose to companies, associates, or business partners the information we collect to assist in the transactions, products or services you request. These companies will use this information only for the services which we have specified, and are not permitted to use or share this information for any other purpose.
If you decide at some point either to close your account(s) or to become an inactive client, we will continue to adhere to the privacy policies and practices described in this notice.
With regard to our internal security procedures, we restrict access to your personal and account information to those employees and or associates who need to know that information to service your account. We maintain physical, electronic and procedural safeguards to protect your nonpublic personal information.