At Robert F. Murray, we may personal information about you from the following:
- Information we receive from you on applications, tax organizers, worksheets and other documents;
- Information about your transactions with us, our affiliates, or others;
- Information we receive from a consumer-reporting agency;
- Information you provide us when you join our mailing list.
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.
We restrict access to nonpublic, personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
Online information is stored on secure servers located in Thomson Reuters SAS-70 certified datacenters, ??? (Review with Keith)
If you have any questions about this policy, please do not hesitate to contact us.
Robert F. Murray and Company
805 N. Brown Street
Mt. Pleasant, 48858