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

Privacy Policy



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