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Expect More. More Service. More Results. More Value. |
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C&P Advisors, LLC is a family of companies, consisting of Ciuni & Panichi, Inc., Joel Strom Associates, L.L.C. and National Investor Services, Ltd., providing certified public accounting services, pension plan administration and consulting, management consulting, and financial planning and investment advisory services to businesses and individuals. Like all providers of personal financial services, we are now required by law to inform our clients of our policies regarding privacy of client information. This Notice describes the information we collect, the ways we safeguard it, to what extent we share it with others, and how you may limit us in sharing this information.
Types of Nonpublic Personal Information We Collect We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.
Parties to Whom We Disclose Information For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to any of our affiliated employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.
Protecting the Confidentiality and Security of Current and Former Clients’ Information We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
How You can Limit Disclosure to Affiliated Companies If you do not want us to share your non-public personal information (other than information necessary to perform the services you have retained us to provide) you may direct us not to share such information by calling us at 216.831.7171 or writing to the attention of the Privacy Policy Administrator at the address below.
We have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.
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