CFH Financial Services

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CFH Financial Services, Incorporated - Financial Planners, Investment Advisors, Portfolio Managers located in Memphis, TN. CFH Financial Services, Incorporated Privacy Policy We respect and protect your privacy! 1. CFH Financial Services, Incorporated is a full-service, comprehensive, independent, financial planning firm. Our financial advisors design and implement custom tailored plans for individuals, businesses, and institutions. Our website is intended to provide information relative to the products and services we provide and to facilitate communication between our associates and those we serve. Most of the sections are open to the public. However, those sections that are private should only be accessed by those authorized to do so. The website may retain the following information from visitors; Name, Phone Number, Address, Email Address, Company Name, Personal Comments about the site, and Telephone Contact Info, in an effort to provide the highest level of service. All of the information gathered through this website will be used solely to serve your needs and none of the data will be sold, or otherwise shared with others not authorized by you to receive it. 2. The following sections of the website are secure sections and require a login and password to gain further access: LockBox and Personal Portfolio. The following activities may be conducted in the secure sections: Upload/Download to LockBox; Use Personal Portfolio to research; and track stock and mutual funds information. You must have an approved login and password to access these sections, which may be granted by CFH Financial Services, Incorporated 3. No child users under the age of 13 are permitted to use this site without parental supervision or consent except for educational purposes. Children under the age of 18 may not conduct transactions of any type through this website without the consent of a parent. 4. Email correspondence and request for information submitted from this website will be received by our office manager and will be handled in an appropriate and timely manner. We will not accept any orders to place trades on investment accounts submitted through our websites. Such requests should be made through direct contact with your advisor. Email addresses collected through a request for information may only be used to provide information that has been requested or that the advisor feels may benefit the recipient from a financial planning standpoint. You may request to have your email address changed or removed from our system by emailing that request to alubiani@cfhfinancial.com , or to your advisor directly, or by calling our office at (901)761-1490. 5. Any questionnaires or surveys conducted through this website will be done solely in an effort to improve our services and communication to our clients. None of your information or responses will be shared, sold, or otherwise distributed. 6. For your protection non-public personal information obtained through this website will no be stored in an online database. This information will be used only for obtaining the financial planning products and services that you desire. If you are uncomfortable providing data necessary to deliver requested information about insurance and financial products and services, you may opt out by calling our office at (901)761-1490. Requesting to speak with an advisor to address your concern. 7. No personal information collected through this site will be retained on the website. Please see the privacy statements of other sites visited through links provided on this site. 8. You may choose to visit other websites through links provided on this website. You are advised to review the privacy policy statements of linked sites. This privacy policy statement and the method in which data is handled pertains only to www.cfhfinancial.com . CFH Financial Services Inc, is not responsible for information you provide over the internet after leaving our site. 9. The security of your information is very important to us. Our website and the information you submit is protected from intrusion through up to date secure methods of data transactions. 10. CFH Financial Services Inc, reserves the right to change our policy without notice as our site is updated to serve the needs of our clients and associates. Review the policy frequently for any changes. Thank you for your decision to do business with CFH Financial Services, Incorporated Your privacy is very important to us. We have always placed a high value on the trust and confidence our clients place in us. We believe that confidence must be earned and validated through time. In today

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