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Boudreau Consulting 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

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