Our Corporate Policy
Your information is important to us. At Capital Financial Group Inc., we understand that the information you provide to us or we collect about you is private.
Who has access to customer information?
The information that you provide us is used for Capital Financial Group Inc. purposes only. Capital Financial Group Inc. employees and independent agents have access to your information, and are authorized to review it, only for the purposes of carrying out their official duties and responsibilities. Capital Financial Group Inc. employees and independent agents are required to keep customer information confidential.
Why does Capital Financial Group Inc. collect and maintain information?
As a regulated agency, Capital Financial Group Inc. is required by state laws and regulations to collect and maintain certain information about its customers. The information we collect enables us to provide you with services and products that meet your individual needs and to provide you with the highest level of customer care that you have come to expect from Capital Financial Group Inc.
What type of information does Capital Financial Group Inc. collect and maintain?
Capital Financial Group Inc. collects and maintains various types of information about its clients. The types of information we collect and maintain about you may include:
1. Information that you submit to us, such as your name, address, telephone number, and social security number.
2. Information about your transactions with Capital Financial Group Inc., such as payment history and account balances, and necessary information.
3. Information about your medical, employment and income history, your assets and liabilities, investment and financial goals.
Does Capital Financial Group Inc. disclose customer information to outside parties?
Capital Financial Group Inc., does not disclose any non-public personal financial or any non-public personal medical information about our clients or former clients to anyone, except as permitted or required by law.
It is Capital Financial Group Inc. current policy not to disclose client information to, or share client information with, other business for marketing purposes.
If this policy should change, Capital Financial Group Inc. will notify you by mail, and you will be given an opportunity to request that your information not be disclosed to, or shared with, other businesses for marketing purposes.
How can I contact Capital Financial Group Inc. if I have a privacy question?
If you have any questions about the privacy of your information, you can contact us by:
Richard D. Peterson, CSA, RFP
Capital Financial Group Inc.
231 Springside Drive #155
Akron, OH 44333
Phone: (330) 668-6991