Privacy Policy

At MD&A Financial Management Company, we recognize the importance of safeguarding the personal privacy of our clients.  Our practices and policies are designed to achieve this goal.  In compliance with United States federal law, we are required to provide all existing clients with our privacy policy once each year.

Your trust is extremely important to us.  We will abide by our client privacy policy and procedures in order to ensure that your information is protected.

Our Security Standards:

We do not disclose any nonpublic personal information of any kind about our clients or former clients to anyone except as mandated by the law.  In addition, we maintain physical, electronic and procedural safeguards for protection of client records and information. These safeguards are designed to ensure the security and confidentiality of client records and information.

The Information We Collect:

We collect nonpublic, personal information about our clients from the following sources:

Information from applications or other forms.
Information we receive from transactions with us.
Information we receive from third parties and service providers.

Sharing of Information:

We may disclose the information described below with financial service providers on your behalf:

Information we receive from applications or other forms, such as names, addresses, social security numbers, assets and income.
Information about transactions with us, our affiliates or others, such as account balances and payment history.

Berthel Fisher Privacy Notice & Policy