Privacy Policy

Protecting your privacy is important to PRINCETON ADVISORY GROUP, INC. and our employees. We want you to understand what information we collect and how we use it. To provide our customers with a broad range of financial products and services as efficiently as possible, we use technology to manage and maintain customer information. The following policy serves as a standard for all PRINCETON ADVISORY GROUP employees for collection, use, retention, and security of nonpublic personal information.

What Information We Collect

We may collect “nonpublic personal information” about you from the following sources:

  • Information we receive from you on your account applications or other account forms
  • Information about your transactions with us or others; and

Information we receive from third parties such as credit bureaus

“Nonpublic personal information” is nonpublic information about you that we obtain in connection with providing a financial product or service to you. For example, nonpublic personal information includes information regarding your account balance, social security number, bank account information and account history.

What Information We Disclose

We are permitted under law to disclose nonpublic personal information about you to other third parties in certain circumstances. For example, we may disclose nonpublic personal information about you to third parties to assist us in servicing your account with us, to government entities in response to subpoenas and to credit bureaus. We do not disclose any nonpublic personal information about you to anyone, except as permitted by law.

If you decide to close your account(s) or become an inactive customer, we will continue to adhere to the privacy policies and practices described in this notice.

Our Security Procedures

We also take steps to safeguard customer information. We restrict access to your personal and account information to those employees who need to know that information to provide products or services to you. We have instituted procedures to ensure proper disposal of your personal and account information and records. Employees who violate these standards will be subject to disciplinary measures. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information.

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