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Title V of the Gramm-Leach-Bliley Act (GLBA) generally prohibits any financial institution, directly or through it’s affiliates, from sharing nonpublic client information with a non-affiliated third party unless the institution provides the client with a notice of its privacy policy and practices such as the type of information that it collects and the categories of personal or entities to whom it may be disclosed. In compliance with the GLBA, we are posting this document which explains Garrett-Stotz Company’s privacy policies and practices.

Nonpublic personal information is only collected through the following sources:
  • Information we receive from applications or other forms
  • Information about client or prospect transactions with our affiliates, others or Garrett-Stotz
  • Information Garett-Stotz receives from a consumer-reporting agency

Unless it is specifically stated otherwise in the amended Privacy Policy notice no additional information will be collected.

Information we may disclose to third parties: Garrett-Stotz Company will not disclose any nonpublic information about our customers or former customers to anyone except as permitted by law.

Our practices regarding information confidentiality and security: Garrett-Stotz restricts access to nonpublic personal information only to those employees who need to know pertinent information in order to provide products or services to you. We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

Our policy regarding dispute resolution: Any controversy or claim arising our of or relating to your privacy policy, or the breach thereof, shall be settled by arbitration in accordance with the rules of the American Arbitration Association, and judgment upon the award rendered by the arbitrator(s) may be entered in any court having jurisdiction thereof.

Reservation of the right to disclose information in unforeseen circumstances: In connection with the potential sale or transfer of interested, Garrett-Stotz Company and its affiliates reserves the right to sell or transfer your information (including but no limited to your address, name, age, sex, zip code, state and country of residency and other information that you provide through other communications) to a third party entity that (1) agrees to be Garrett-Stotz Company’s successor in interest with regard to the maintenance and protection of the information collected; and (2) agrees to the obligations of this privacy statement