Privacy Policy

To Our Clients

In order to meet the requirements of the Gramm-Leach-Bliley Act of 1999, we are informing you about how we strive to protect the information you entrust to us.

Types of Information We Obtain

We obtain certain nonpublic personal financial information about you from various sources in the course of performing our exchange services for you, including:

• Real property closing transactions and relating financial closings
• Taxpayer identification numbers
• Other transaction related personal financial information obtained during conferences and consultation with you regarding your exchange objectives

Confidentiality of Your Personal Information

As a general rule, we do not disclose nonpublic personal information about our clients or former clients to anyone. We restrict access to the personal information we obtain about you to employees of our firm, our parent corporation and other parties who must use that information in the course of providing services to you. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.

We appreciate your confidence in our services and the opportunity to serve you. We value your business and are committed to protecting your privacy. Please call us if you have any questions or if we can be of further service.

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