Legacy Financial

Privacy Policy

Phone 603-647-7166
ScheduleA Visit
At Legacy Financial Solutions, Inc., a registered investment advisor, we recognize the importance of protecting your privacy and keeping customer information secure. We have policies in place to maintain the confidentiality and security of your personal information. The following policy is designed to help you understand what information we collect from you and how we use that information to serve you.
Information that we may collect
In order to provide customer services and fulfill legal and regulatory requirements, we collect non-public personal information about you from the following sources. Examples may not apply to all customers and information may vary accordingly.
  • Information we receive from you on applications or other forms, such as name, address, date of birth, social-security number, marital status, assets, income, investment objectives, risk tolerance;
  • Information about your transactions with us, our affiliates, or others such as your account balances.
We do not disclose any non-public, personal information about our customers or former customers to anyone, except as permitted or required by law, such as compliance with a subpoena, fraud prevention, or compliance with an inquiry from a government agency or regulator.
Protecting the confidentiality, security, and integrity of your information
We are committed to protecting the security of our customer’s personal information. Employees are required to comply with our established privacy policies and procedures. Employees access the information only on a business need-to-know basis. We restrict access to non-public, personal information about you to those employees and agents who need to know that information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards to protect your non-public, personal information.
If you provide information or give access to information to anyone other than Legacy Financial Solutions, Inc., you do so at your own risk. This includes visiting another party’s website, even if you reached the website by a hyperlink to or from our website. By using a hyperlink from our website you may be accessing a site that is not maintained or monitored by us. Legacy Financial Solutions, Inc. is not responsible for the privacy policies and practices of these other sites.
Get Directions