FACTS |
WHAT DOES BIRCHWOOD FINANCIAL PARTNERS, INC. DO WITH CUSTOMER INFORMATION? |
Why? |
Financial companies choose how they share your Customer Information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your Customer Information. Please read this notice carefully to understand what we do. |
What? |
The types of Customer Information we collect, and share depend on the product or service you have with us. This information can include:
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How? |
All financial companies need to share Customer Information to run their everyday business. In the section below, we list the reasons financial companies can share Customer Information; the reasons we choose to share; and whether you can limit this sharing. |
Reasons we can share your Customer Information |
Do we share? |
Can you limit this sharing? |
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For our everyday business purposes— |
Yes |
No |
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For our marketing purposes— to offer our products and services to you |
Yes |
No |
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For joint marketing with other financial companies – third party must be bound by confidentiality restrictions per Regulations S-P §248.13. |
No |
We do not share |
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For our affiliates’ everyday business purposes— information about your transactions and experiences |
NA |
NA |
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For our affiliates’ everyday business purposes— |
NA |
NA |
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For our affiliates to market to you |
NA |
NA |
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For non-affiliates to market to you |
NA |
We do not share |
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For buying, selling, or sharing of client data gathered for text messaging. |
No |
We do not share |
To limit our sharing |
Please note: If you are a new customer, we can begin sharing your information from the date you received this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing. |
Questions? |
Call (952)885-9088 or Email: Info@Birchwoodfp.com |
Who we are |
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Who is providing this notice? |
Birchwood Financial Partners, Inc. |
What we do |
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How do we protect your Customer Information? |
We maintain policies and procedures reasonably designed to safeguard customer information, including:
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How do we collect your Customer Information? |
We collect your Customer Information, for example, when you
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Why can’t you limit all sharing? |
Federal law gives you the right to limit only
State laws and individual companies may give you additional rights to limit sharing. |
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What happens when you limit sharing for an account you hold jointly? |
Your choices will apply to everyone on your account—unless you tell us otherwise. |
Definitions |
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Affiliates |
Companies related by common ownership or control. They can be financial and non-financial companies. |
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Non-affiliates |
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
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Joint marketing |
A formal agreement between non-affiliated financial companies that together market financial products or services to you. |
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Office Address: Birchwood Financial Partners, Inc. 5601 Green Valley Drive, Suite 600, Bloomington, MN 55437 Tel: 952-885-9088 | Fax: 952-885-9166 Website: www.Birchwoodfp.com |
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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Birchwood Financial Partners, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Birchwood Financial Partners, Inc., an SEC Registered Investment Advisor. Birchwood Financial Partners, Inc. is not affiliated with or endorsed by the Social Security Administration or any government agency, and is not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of AZ, CA, FL, IA, IL, MN, NC, NY, TX, WI or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.
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