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 information do we collect?
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 Transaction History
- Investment Experience and Account Transactions
When you are no longer our customer, we continue to share your information as described in this notice
All financial companies need to share customer’s personal information to run their everyday business. In the section below, we list the reasons LaFleur & Godfrey LLC chooses to share; and whether you can limit this sharing.
Reasons We Can Share Your Personal Information
|Personal Information||Does L&G 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 fi nancial companies||No||We Don’t Share|
|For our affiliates’ everyday business purposes— information about your transactions and experiences||No||We Don’t Share|
|For our affiliates’ everyday business purposes— information about your creditworthiness||No||We Don’t Share|
|For nonaffiliates to market to you||No||We Don’t Share|
How does LaFleur & Godfrey 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.
How does LaFleur & Godfrey LLC collect my personal information?
We collect your personal information, for example, when you:
- Open An Account or Give Us Your Income Information
- Tells Us About Your Portfolio or Deposit Money
- Enter Into An Investment Advisory Contract
We also collect your personal information from other companies
Why can’t I limit this sharing?
Federal law gives you the right to limit only
- sharing for affiliates’ everyday business purposes—information
about your creditworthiness
- affiliates from using your information to market to you
- sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
Affiliates – Companies related by common ownership or control. They can be financial and nonfinancial companies. LaFleur & Godfrey LLC does not share non-public personal information with its affiliates
Nonaffiliates – Companies not related by common ownership or control. They can be financial and nonfinancial companies. Non-affiliates that we share with can include companies that aggregate data for reporting purposes.
Joint Marketing – A formal agreement between nonaffiliated financial companies that together market financial products or services to you. LaFleur & Godfrey LLC does not jointly market.
Additional Privacy Information
We are an affiliate of Focus Financial Partners, LLC and we and other affiliates of Focus share certain of your personal information with an unaffiliated third party for the purpose of aggregating it and providing summary information based on this data to our parent company Focus.
Contacting LaFleur & Godfrey, LLC
2900 Charlevoix Dr., S.E.
Grand Rapids, MI 49546