Privacy Policy

Protecting the confidentiality of your personal and business information is important to us at LockeBridge, LLC. We value the trust you have placed in us, and your continued confidence is important to us. This Policy explains our privacy commitment to you. It identifies the personal and business information that we collect, and describes how we use, share and safeguard that information. This policy applies to individuals who are seeking services of LockeBridge, LLC in addition to current or former clients of LockeBridge, LLC.

Types of personal information we gather

We may gather the following types of personal information about you and/or your business: Personal Information we receive from you on applications, account forms, telephone conversations, in meetings, or on our web site, such as, but not limited to, your name, address, social security number, assets, income, financial goals, investment objectives and other pertinent information required to properly manage your assets. Business Information we receive from you in on applications, telephone conversations, in meetings, or on our web site, such as, but not limited to, your business name, EIN number, financial statements, growth opportunities and other pertinent information required to market your business.

How we use personal information

We use the personal information that we gather to better serve you and to help us to operate our business. The ways that we use your personal information will vary depending upon our relationship with you, but they may include: (i) evaluating your financial needs to assist you in obtaining products and services that meet your needs; (ii) evaluating and marketing your business or real estate (iii) providing business consulting with the objective of increase the entity value (iv) designing and improving the services that we offer; (v) processing, servicing and maintaining accounts and transactions; (vi) preventing fraud; (vii) verifying your identity; and (viii) complying with legal and regulatory requirements.

How we protect the information we gather

We educate our employees to treat personal information with utmost care. And we work to restrict access to that information to those employees who need it. We maintain physical, electronic and procedural safeguards. We require affiliates and nonaffiliated third parties to whom we provide confidential information about your business to execute a confidentiality agreement.