Last Updated April 10, 2024
Enza Financial, LLC // Website
Privacy Policy
Enza Financial has adopted this privacy policy with recognition that protecting the privacy and security of the personal information we obtain about our customers is an important responsibility. We also know that you expect us to service you in an accurate and efficient manner. To do so, we must collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information.
Information We Collect: We collect certain nonpublic information about you (NPI) The essential purpose for collecting NPI is to allow us to provide advisory services to you. NPI we collect may include:
- Information that you provide on applications or other forms. This may include personal and household information such as income, spending habits, investment objectives, financial goals, statements of account, and other records concerning your financial condition and assets, together with information concerning employee benefits and retirement plan interests, wills, trusts, mortgages and tax returns.
- Identifying information such as your name, age, address, social security number, etc.
- Information about your transactions with us, or others (e.g., broker-dealers, clearing firms, or other chosen investment sponsors).
- Information we receive from consumer reporting agencies (e.g., credit bureaus), as well as other various materials we may use to provide an appropriate recommendation or to fill a service request.
Security of Your Information: We restrict access to your NPI to those employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your NPI.
Parties to Whom we Disclose Information: All Investment Advisors may need to share personal information to run their everyday business. In the section below, we list the reasons that we may share your information:
- For everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus;
- For our marketing – to offer our products and services to you;
- For joint marketing with other financial companies;
- For our affiliates’ everyday business purposes – information about your transactions and experiences and information about your creditworthiness; or
- For affiliates and non-affiliates to market to you.
If you are a new customer we may begin sharing your information on the day you sign your agreement. When you are no longer our customer, we may continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.
Opting Out: Federal Law allows you the right to limit the sharing of your NPI by “opting-out” of the following: sharing for affiliates’ everyday business purposes – information with your credit worthiness; or sharing with affiliates or non-affiliates who use your information to market to you. State laws and individual companies may give you additional rights to limit sharing. Please notify us immediately if you choose to opt out of these types of sharing.
Definitions: Affiliates – companies related by common ownership or control. They can be financial and non-financial companies; Non-affiliates – companies not related by common ownership or control. They can be financial and non-financial companies; Joint markeng – a formal agreement between non-affiliated financial companies that together market financial products or services to you.
Please call if you have questions. Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.
Email: info@enzafinancial.com
Write: Enza Financial, LLC.
Customer Support
6450 Rockside Woods Blvd. South
Suite 150
Independence, Ohio 44131.
Phone: 216-236-0700
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