At Prime, Buchholz & Associates, Inc., protecting your privacy is very important to us. We want you to understand what information we collect and how we use it.
What Information We Collect and From Whom We Collect It
We may collect nonpublic personal information about you from the following sources:
What Information We Disclose and To Whom We Disclose It
We do not disclose any nonpublic personal information about you to non-affiliates without your express consent, except as required by regulation or law. We may disclose the nonpublic personal information we collect, as described above, to persons or companies that perform services on our/your behalf and to other financial service providers such as investment management firms, mutual fund companies, custodians, broker dealers, etc. Any disclosures are made only to the extent necessary to facilitate services to you or on your behalf.