Privacy Policy
FACTS
WHAT DOES HARVEST FINANCIAL ADVISORS, LLC DO WITH YOUR PERSONAL INFORMATION?
Why?
Financial companies choose how they share your personal 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 personal information. Please read this notice carefully to understand what we do.
What?
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
- Social Security number and income
- Account balances and account transactions
- Name and address
How?
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Harvest Financial Advisors, LLC chooses to share; and whether you can limit this sharing.
| Reasons we can share your personal information | Does Harvest Financial Advisors, LLC share? | Can you limit this sharing? |
|---|---|---|
| For our 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 | Yes | No |
| For our marketing purposes—to offer our products and services to you | Yes | No |
| For joint marketing with other financial companies | No | No – we don’t share |
| For our affiliates’ everyday business purposes—information about your transactions and experiences | No | No – we don’t share |
| For our affiliates’ everyday business purposes—information about your creditworthiness | No | No – we don’t share |
| For our affiliates to market to you | No | No – we don’t share |
| For nonaffiliates to market to you | No | No – we don’t share |
Questions?
Call + 1 800-361-0329
Who We Are
| Who is providing this notice? | Harvest Financial Advisors, LLC |
What We Do
| How does Harvest Financial Advisors, LLC protect my personal information? | To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. We also strictly limit access to your personal information to those employees who need to know. |
| How does Harvest Financial Advisors, LLC collect my personal information? | We collect your personal information, for example, when you:
|
| Why can’t I limit all sharing? | Federal law gives you the right to limit only:
|
Definitions
| Affiliates | Companies related by common ownership or control. They can be financial and nonfinancial companies.
|
| Nonaffiliates | Companies not related by common ownership or control. They can be financial and nonfinancial companies.
|
| Joint marketing | A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
|
Other Important Information
For California Residents: We will not share information we collect about you with nonaffiliated third parties, except as permitted by California law, such as to process your transactions or to maintain your account.
For Vermont Residents: We will not disclose information about your creditworthiness to our affiliates and will not disclose your personal information, financial information, credit report, or health information to nonaffiliated third parties to market to you, other than as permitted by Vermont law, unless you authorize us to make those disclosures.
At Harvest Financial Advisors, we value your privacy. Here is a downloadable copy of our Privacy Policy.
If you have any questions, please feel free to contact us.