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Joseph
J. Altieri Ltd. PRIVACY POLICY
At Joseph J. Altieri Ltd., we are committed to the privacy of every client. We
recognize that our clients entrust important personal information to us, and we
take seriously our responsibility to protect and safeguard this information. Our
long-standing privacy policies and practices are described below. The nonpublic personal information that we collect relating to individual
clients will vary with the purpose and scope of our representation. When we
advise a client on personal financial matters, the information we collect will
include:
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Information that a client has provided to us;
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Information about our client or our client's
transactions with others, provided by others whom our
client has requested or authorized us to contact;
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Information about our relationship with and our services
to our client.
Within
our firm, we retain records relating to our professional
services, accessible to our staff, to assist us
in effectively representing you and, in some cases, to
administer our business or to comply with professional
standards. We maintain physical, electronic, and procedural
safeguards for your personal nonpublic information that
comply with our professional standards. If you have further
questions regarding the confidentiality of your personal
information, please contact any Joe Altieri personally.
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