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Joan Siegel, CFP®

Certified Financial Planner™ / Tax Preparer

Privacy Policy

A padlock resting on a computer keyboard, representing data privacy

My Privacy Policy

My commitment to my clients is that I will protect your privacy and live up to the following standards:

* I will protect and safeguard any and all personal information that you share with me, under the strictest confidentiality.

* I will permit only my own staff, who are trained in the proper handling of information, to have access to your files and information.

* I will not reveal client information to any external organization unless previously approved by you, the client, or by previous disclosure, or required by law.

* I will always maintain control over the confidentiality of the client.

* I do not participate in providing client information to any marketing list services or organizations.

* I will attempt to keep client files complete, up to date, and accurate.

It is my philosophy that your privacy and confidentiality of your information remain steadfast within my company.

I thank you for your business, but most of all I appreciate your trust, faith and friendship throughout the years.

Cetera Advisors Network LLC Privacy Policy

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