"Making Windows of Opportunity"
KENNETT SQUARE
P: 610-444-1215
F: 610-444-1635
115 South Broad Street
Kennett Square, PA 19348
WILMINGTON
P: 302-478-9515
F: 302-478-0262
3801 Kennett Pike
Building C, Ste. 100
Greenville, DE 19807

Privacy Policy

GRAMM LEACH BLILEY ACT

PRIVACY DISCLOSURE PROVISION

PRIVACY NOTICE
as required by Federal Trade Commission Rule 16 CFR Part 313

“Privacy of Consumer Financial Information”

 We collect personal information about you and all our clients from the information you submit to us orally or in written form, and through information we obtain over the course of your business relationship with us.  In addition, we may from time to time receive information about you from third parties. Personal information is information that we collect from you that is not otherwise available from public sources.  The categories of personal information we collect include (i) information you submit to us, such as your name, address, social security number, names of family members, assets, and income; (ii) information about your transactions with us, such as your account balances, investments, current and prior tax information, and credit card usage; and (iii) information we may receive from credit reporting agencies pertaining to your creditworthiness and credit history, including loan or mortgage payments made.  We do not and will not disclose any personal information about our clients or former clients to anyone, except as permitted by law.  Upon your request, written or oral, we will disclose information about you.  In rare circumstances, we may be required by law to disclose personal information about you, such as in response to a subpoena or other court order.  Within our firm, we provide access to your personal information only to those employees who need to know the information to provide you with our services.  On occasion we outsource work to other professional organizations that agree to adhere to the same client privacy protection standards that we do.  We maintain physical, electronic, and procedural safeguards to guard your personal information.  We do not share your personal information with companies that perform marketing services

COVID-19 UPDATE:

Our Kennett Square and Greenville offices are following the current guidelines in place regarding closing/reopening. Most of our staff have been working from home since March and will continue to do so throughout the upcoming tax season.

We intend to continue to answer the phones, however, we may need to utilize the automated attendant from time to time. Calls to staff working from home will be forwarded to their cell phones. Please be considerate of the time you call as the forwarding cannot be turned off outside of working hours.

We are committed to practicing physical and social distancing.

Client appointments can be scheduled on a limited basis, and masks will be required. We continue to encourage client meetings by phone or video.

We will continue to utilize our secure online portal to exchange documents. We will also accept paper documents in our Delaware office during business hours or through the mail slot in the Kennett office.

Thank you,

Chad Fenstermacher