We guarantee your privacy.
At Joseph S. Lania, CPA we are committed to protecting your privacy. We use the information we collect about you to professionally serve you and to provide a more personalized experience. Joseph S Lania CPA will never share any personal information about you except when you specifically and knowingly ask us to provide such information on your behalf.
CPA's, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. At Lania Financial Group we are committed to maintaining the confidentiality, integrity and security of personal information entrusted to us by you, our client. When you provide personal information to us, we believe that you should be aware of our policies to protect the confidentiality of that information.
We collect nonpublic personal information about you for the purpose of offering or furnishing our products and services to you. The types of information we may collect include:
• Information we receive from you on tax organizers, applications or other forms, such as your name, address, Social Security number, assets and income.
• Information about your investment history including your transactions with us and our affiliated companies.
• Information you may authorize us to obtain from others, such as consumer credit and medical information.
We may share personal information about you with firms that assist us in servicing your account or accounts and processing transactions you request.
We only share personal information about you with nonaffiliated third parties at your request or as required by law.
We are committed to maintaining the confidentiality, integrity and security of personal information we have about you. To meet that commitment, we maintain policies, procedures and safeguards to protect the information we collect about you and we limit how that information is shared in accordance with the policies described above. And because we already limit the sharing of your nonpublic personal information as outlined above, no action is necessary on your part to limit such sharing.
If you are under 18 years of age, you must have your parent or guardian's permission.