At Berntson Porter & Company, PLLC, we respect your privacy. That is why we would like you to know how we protect the privacy and security of the information obtained by us with your authorization. Please take a moment to read the following, which describes our online privacy and security practices in more detail.
We collect nonpublic personal information about you that is obtained by us with your authorization.
For all clients (current and former), 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 our 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.
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and 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.
If you have any questions regarding your privacy, our professional ethics, or the ability to provide you with quality financial services, please contact us.