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PRIVACY POLICY
Union Square Financial Services, LLC
John D. Pysarchuk, CLU
The associates of Union Square Financial Services, LLC value you as a client and we respect your desire for privacy. You have a right to understand how we protect your privacy and how we secure the personal information you share with us when we transact business.
We recognize that you purchase financial products and services from us because you trust that we will work with your best interests in mind. In turn, the staff of Union Square Financial Services pledges to treat your information in a responsible fashion. We have established the following policies to guide our actions and to assure you that we are committed to protecting your privacy.
What Personal Information Do We Collect?
The type of information that is collected depends on the type of product or service being rendered. The data we collect may include:
- Information that you provide on an application or other form (for example: name, address, Social Security number or income);
- Information that is received from other sources (such as driver’s license records, county real estate records, etc.);
- Information about your transactions and history with insurance companies or other financial providers;
- Medical or health information that is made known to us during the course of conducting business:
- Personal financial information secured through insurance and other financial services transactions.
Most of the personal information that is collected is obtained directly from you. We only collect information that is necessary to service and administer business.
What Medical and Health Information Do We Collect?
We become privy to medical or health information that is revealed on an application for insurance. Occasionally, you may reveal new or additional information to us as you request our help with a claim.
What Financial Information Do We Collect?
In order to offer the best guidance, we will request certain personal and financial information from you about you and your immediate family in order to make recommendations in achieving your financial goals. This data is used for consultative purposes only.
How Do We Use and Disclose Your Information?
The primary use of your information is to verify your identity, underwrite policies or contracts, administer financial transactions, process claims and service your accounts through our firm.
Information will be disclosed to entities providing business services on your behalf, such as administrative, claims and audit services.
If necessary, we will disclose information when the law requires it. We will not sell your personal information to anyone.
How Do We Protect the Security of Your Information?
We maintain procedures to ensure your personal information is treated responsibly and in accordance with this privacy policy. Access to this data is available only to those individuals who need to know that information in order to service your business transactions. Employees who have access to customer information are educated to use it only for legitimate business purposes.
Should our business relationship end, we will continue to follow this privacy policy. If the information is no longer needed, it will be disposed in a secure manner.
Do You Need to Do Anything?
It is not necessary for you to take any action because we do not share your information except to service the business you have requested from our firm.
How Do You Receive Additional Information?
You may contact the office of Union Square Financial Services, LLC if you have any questions concerning this Privacy Policy.
Because we value accuracy, we can provide you with access to your personal information in order to verify its content. We will willingly correct or amend your personal data in our files should an error be discovered.
Please note that we do not control information provided by third parties. You will need to contact that party to correct any information it has provided.
Union Square Financial Services, LLC believes that your knowledge of this Privacy Policy will affirm the trust you have placed in us. In the event that you have questions regarding this notice please contact us.
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