Privacy Policy

FINANCIAL RESOURCE CENTER, LLC

Your Privacy Guarantee:

In accordance with the Financial Resource Center (FRC) mission statement to meet the highest ethical standards possible, the privacy of your shared information is of utmost importance to us. Pursuant to ยง6805(a) of the Gramm-Leach-Bliley Act of 1999, all communications, of whatever kind, are held in complete privacy and are not disclosed with any outside entities, except as required by law, with your express permission, or as required in order to effectively administer to your financial needs.

We handle the information you provide to us, both financial and other, with utmost confidentially and care. We are committed to providing you with the administrative, technical, and physical safeguards necessary to insure the security and confidentiality of customer records and information, protection against any anticipated threats or hazards to the security or integrity of such records, and against unauthorized access to or use of such records or information which could result in substantial harm or inconvenience to you.

Our Services:

It is our policy to effectively maximize your financial and tax interests. In effectively administering to your financial goals, know that this may involve addressing investment strategies to reduce your tax liabilities, necessitating the disclosure of said information to entities affiliated with FRC. FRC offers solely tax and financial services. In the event that anyone employed or serving under the direction of FRC should need to disclose your financial information to an entity other than those directly employed or serving under the direction under FRC, you will be given notice of such disclosure and a Privacy Policy from that entity.

Affiliation with Cetera Advisors LLC:

FRC is in the practice of tax and financial services. It is important for you to understand that said company is not directly under or affiliated with the rules, procedures, and governance of Cetera Advisors LLC.  Accordingly, FRC is subject to separate rules and guidelines that may or may not exceed those of Cetera Advisors LLC.

Our Commitment is to You:

In accordance with the standards required by FRC, and those under the law, know that said company has an affirmative and continuing obligation to respect the privacy of you, as a client, and to protect the security and confidentiality of your nonpublic personal information.

In order to effectively administer to your financial and/or tax needs, we may have to disclose your financial information to other entities with which you have a trust relationship. This may include disclosing financial or tax information to your tax attorney, bank, financial consultant, or stockbroker, or in the alternative, requesting information from said entities, based off information you have requested from FRC. Our commitment is to you. If you would prefer that we not share your personal, financial, or tax information with any third parties, even those mentioned above, simply state this in a signed letter.

Message Center

 

Booking 2015 Tax Appointments now!  CALL 440-777-0077.  Keep an eye out for your Tax Season Checklist in the mail!

We are still conveniently located just east of Clague Rd. on the corner of W. 232nd St. and Lorain Rd. at

23201 Lorain Rd.
North Olmsted, OH 44070