The relationship between Harvest Financial Advisors and each client is vitally important. We strive to maintain your trust and we commit to protect your personal information. We do not disclose your personal information to anyone unless required by law, at your direction, or when necessary to provide you with our services. We never rent or sell your personal information to anyone.
Harvest Financial Advisors receives and maintains non-public personal information about clients during the normal course of business from the following sources so that we can better provide advisory services:
In order for us to provide investment advisory services to clients, it is sometimes necessary for us to disclose certain private client information to approved third party vendors (i.e., custodians, regulators, money managers, archiving firms, insurance companies, and accountants). This information may include date of birth, social security number, and other identifying information. Harvest has privacy agreements in place with all vendors who might receive this information in the servicing of your account.
To fulfill our privacy commitment at Harvest Financial Advisors, we have instituted firm-wide practices to safeguard the information that we maintain about you. These include:
At Harvest Financial Advisors, we value your privacy. If you have any questions, please feel free to contact us.