Oracle Financial Group, Inc., a Pennsylvania Registered Investment Advisor, considers client privacy central to our client relationships. The trust and confidence of our clients is our top priority. We are committed to maintaining the confidentiality, integrity and security of our current, prospective and former clients’ personal information.
To provide you with the best possible financial service, we may obtain, retain and use client information to fulfill our clients’ stated financial goals, and be in compliance with legal and regulatory requirements. This information may come from sources such as meetings, discussions, account applications, tax returns, insurance applications and other forms of written, electronic and verbal communication. We do not sell, exchange or disclose client information with outside organizations unless the third party is essential to our operations or required by law.
At Oracle Financial Group, Inc., we appreciate your business and do all we can to protect the confidentiality and privacy of your personal information. No confidential information will be disclosed except:
1) we believe that the disclosure is required under law to cooperate with regulators or law enforcement authorities;
2) someone who acts in the capacity as a fiduciary on your behalf; and
3) to service and maintain client accounts.
To further safeguard client information, we maintain password protected systems, firewalls, current anti-virus and anti-spyware software, and email encryption where possible.
To provide you with the best possible financial service, we may obtain, retain and use client information to fulfill our clients’ stated financial goals, and be in compliance with legal and regulatory requirements. This information may come from sources such as meetings, discussions, account applications, tax returns, insurance applications and other forms of written, electronic and verbal communication. We do not sell, exchange or disclose client information with outside organizations unless the third party is essential to our operations or required by law.
At Oracle Financial Group, Inc., we appreciate your business and do all we can to protect the confidentiality and privacy of your personal information. No confidential information will be disclosed except:
1) we believe that the disclosure is required under law to cooperate with regulators or law enforcement authorities;
2) someone who acts in the capacity as a fiduciary on your behalf; and
3) to service and maintain client accounts.
To further safeguard client information, we maintain password protected systems, firewalls, current anti-virus and anti-spyware software, and email encryption where possible.