Privacy Notice

At Fisher Financial Partners, Inc. we strive to provide you with the highest level of service and products.  We have also worked hard to maintain the highest standards of confidentiality and to respect the privacy of our client's personal information.  In that regard, we are providing this Privacy Notice to all our individual clients who obtain financial products and services from us in accordance with Title V of the Gramm-Leach-Bliley Act of 1999 and its implementing regulations.  This notice supplements any privacy policies or statements that we provide in connection with specific products or services and in addition to notices distributed by NorthStar Financial Partners and Mesirow Financial, Inc.

The Information We Collect About You

The non-public personal information we collect about you (Your "Information") comes primarily from the account applications or other forms you submit to us.  We may also collect information about your transactions and experiences with us, or others, relating to the products and services we provide.

Our Disclosure Policies

We do not disclose your information to anyone, except as permitted by law.  This may include sharing your information with non-affiliated companies that perform support services for your accounts or process transactions with us, such as our clearing firm, Mesirow Financial or our Broker/Dealer, NorthStar Financial Partners.  Additionally, it may include disclosing your Information pursuant to your express consent, to fulfill your instructions, or to comply with applicable laws and regulations.

Our Information Security Policies

We limit access to your information to those of our employees and services providers who are involved in offering or administering the products or services that we offer.  We maintain physical, electronic, and procedural safeguards that are designed to comply with federal standards to guard your information.

Be assured that Fisher Financial Partners, Inc. does not sell personal information to anyone.  We also treat the personal information of our former clients in the same manner as we treat the personal information of our current clients.  If you have any questions regarding this Privacy Notice please contact us at (847) 582-9190.


 

 
© 2006 Fisher Financial Partners | Legal Disclaimer | Privacy Policy | Financial Planner Advisor | Personal CFO

This is not an offer, or solicitation of any offer to buy or sell any security, investment or other product. Securities offered through NorthStar Financial
Partners - Member FINRA/SIPC. Advisory Services offered through NorthStar Financial Partners-Registered Investment Advisor.