An Important Notice Concerning Your
Privacy
HFH Planning Inc. (HFH) collects nonpublic personal information about you from
the following sources:
- Information we receive from you on applications
or other forms; and
- Information about your transactions
with us or others, including other brokerage firms and
other financial advisors.
HFH will not disclose any nonpublic personal
information about you or your account(s) to anyone unless one
of the following conditions is met:
- HFH receives your prior written consent
- HFH believes the recipient is your authorized representative
- HFH is permitted by law to disclose the information to
the recipient in order to service your account(s); or
- HFH is required by law to disclose information to the recipient.
If you decide to close your account(s) or become an inactive
customer, HFH will continue to adhere to the privacy policies
and practices as described in this notice.
HFH restricts access to your personal and account information
to the HFH employees who need to have that information in order
to provide products or services to you. We maintain physical,
electronic, and procedural safeguards to guard your nonpublic
personal information.
If you have any questions concerning this privacy policy,
please write to:
HFH Planning Inc.
75 Maiden Lane, Suite 605
New York, NY 10038
Or call us at:
212.402.5444
For questions regarding our services, email HFH
Planning Inc.
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