Privacy Policy

At Beckwith and Associates, your privacy is important to us!

Safeguarding the privacy of your financial and personal information has always been extremely important to us. We are committed to keeping your information secure and confidential.

The Gramm-Leach-Bliley Act was passed by Congress in part to address how financial institutions treat non-public personal information. In accordance with this act, the following privacy practices have been put in place by B&A.

Collecting Information: We obtain information about you from your applications, transactions, and other interactions with us, as well as credit reporting agencies and other third parties.

Sharing Information: We do NOT share our customers’ non-public personal information with non-affiliated companies except as permitted or required by law. We do not sell customer information. If this policy changes, we will notify you, allowing you to inform us that you do not want your nonpublic personal information shared.

Access to Information: We restrict access to your non-public personal information to only those individuals who need to know that information to provide products or services to you.

Security: We maintain physical, electronic, and procedural safeguards to protect your information.