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Privacy Policy
Trust.
Boudreau Consulting LLC cares about protecting your
assets – financial and non-public personal information.
Your personal information is paramount to providing
quality advice. In order to best serve you, we will
collect personal non-public information about you,
including transactions with us or other entities.
However, we limit the collection and use of client
information to the minimum data required to deliver
superior customer service and results. We restrict
access to your personal information to those employees
who need to know that information to provide products
and services to you. We maintain physical, electronic
and procedural safeguards to comply with federal
standards to guard your non-public personal
information. Client names and information are not sold
or shared with third party organizations without your
permission. After obtaining your permission, we may
disclose your personal information to other companies in
processing your business (to help you achieve your
personal objectives). If you decide to no longer do
business with us, we will continue to adhere to this
policy. This policy is intended to be in compliance
with the Gramm-Leach-Bliley Act of 1999 requires
financial professionals to provide annual notice of
privacy policies. |