PRIVACY POLICY

financial services consultants

CONSUMER PRIVACY
"Our Privacy Commitment To You"

Respect for our customer's privacy has long been valued at Olde Economie Financial Consultants, Ltd. (OEFC, Ltd.) and Olde Economie Risk Management, Inc. (OERM, Inc.). Not only is this what our customers expect, it's the right way to conduct business. The trust of our customers and potential customers is our most valuable asset and the reason we are in business. This trust is built, in part, upon the proper handling of personal information.

Preserving the confidentiality of information remains a core value to us ... and is the responsibility of every OEFC and OERM associate.

We treat the information we gather from you in a confidential manner. This data may be non-public personal, financial and health information about you that we collect from you or from other sources. Information collected may include:

  • personal information, such as your name and address
  • financial information, such as your income and assets
  • health information, if you are applying for insurance

As part of servicing your account or contract, and for other legal purposes, OEFC or OERM may disclose your non-public information, if applicable. This may include providing information to complete a transaction you request, and to your registered representative to service your account or contract, or for financial planning purposes.

At no time will Olde Economie Financial Consultants, Ltd. and Olde Economie Risk Management, Inc. share your personal and financial information with a non-affiliated third party company for the purposes of marketing other financial products or services to you.

OEFC, Ltd. or OERM, Inc. maintains physical, electronic and procedural safeguards to insure the safety of customer information.

If you wish to contact us about our privacy policy you may do so by phone at 1-800-727-6332 or by email.

financial services consultants

511 State Street
Baden, PA
15005-1738

Phone: 724 - 869-7526
Fax: 724 - 869-3794
Toll Free: 800 - 727-6332

Olde Economie Financial Consultants, LTD.

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