Stevens, Foster Financial Services, Inc. knows that you care how information about you is used and shared, and we appreciate your trust that we will use your information carefully and sensibly.  This notice describes our Privacy Policy and tells you how we collect, use, share, and protect information about you.  Please read this Notice carefully to understand what we do.

What Information Do We Collect?

We may collect the following types of nonpublic personal information about you from the following sources:

  • information we receive from you on applications or other forms (such as your name, address, Social Security number, phone number, e-mail address, assets, and income);
  • information about your transactions with us, our affiliates, or others (such as your payment history, parties to transactions, and use of our services); and
  • information we receive from a consumer reporting      agency (such as your credit worthiness and credit history).

How Do We Use the  Information We Collect?

We use nonpublic personal information for: (1) our  everyday business purposes, such as processing transactions, verifying your  identity, and fulfilling legal and regulatory obligations; (2) our marketing  purposes, namely to offer our services to you; and (3) joint marketing with  other companies.

How Do We Keep  Your Information Confidential and Secure?

We restrict access to nonpublic personal information  about you to those employees who need to know that information to provide  services to you.  We maintain physical,  electronic, and procedural safeguards that comply with federal standards to  guard your nonpublic personal information.

With Whom Do We  Share Your Information?

We do not disclose any nonpublic personal information  about our customers or former customers to anyone, except as permitted or  required by law.  We may also disclose all of the information we collect as described above to companies that perform marketing services on our behalf or to other financial institutions with whom we have joint marketing agreements.

Former Clients

If you are no longer a client, we will continue to treat and safeguard your nonpublic personal information as described in this Privacy Policy.