Privacy Policy 

 

FACTS

WHAT DOES BIRCHWOOD FINANCIAL PARTNERS, INC. DO WITH YOUR PERSONAL INFORMATION?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect, and share depend on the product or service you have with us. This information can include:

  • Social Security number and Investment Experience
  • Income, Expenses and Assets
  • Account Transactions and Risk Tolerance

How?

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons we choose to share; and whether you can limit this sharing.

 

Reasons we can share your personal information

Do we share?

Can you limit this sharing?

For our everyday business purposes—
such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or to the extent necessary to prevent fraud and unauthorized transactions.

Yes 

No 

For our marketing purposes—

to offer our products and services to you

Yes 

No 

For joint marketing with other financial companies

No 

We do not share 

For our affiliates’ everyday business purposes—

information about your transactions and experiences

NA 

NA 

For our affiliates’ everyday business purposes—
information about your creditworthiness

NA 

NA 

For our affiliates to market to you

NA 

NA 

For non-affiliates to market to you

NA 

We do not share 

 

To limit our sharing

Call (952)885-9088 or Email: Info@Birchwoodfp.com

Please note:

If you are a new customer, we can begin sharing your information from the date you received this notice. When you are no longer our customer, we continue to share your information as described in this notice.

However, you can contact us at any time to limit our sharing.

Questions?

Call (952)885-9088 or Email: Info@Birchwoodfp.com

 

Who we are

Who is providing this notice?

Birchwood Financial Partners, Inc.

What we do

How does Birchwood Financial Partners protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does Birchwood Financial Partners collect my personal information?

We collect your personal information, for example, when you

    • Open an account or deposit money
    • Tell us about your investment or retirement portfolio

Why can’t I limit all sharing?

Federal law gives you the right to limit only

    • Sharing for affiliates’ everyday business purposes—information about your creditworthiness
    • Affiliates from using your information to market to you
    • Sharing for non-affiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

What happens when you limit sharing for an account you hold jointly?

Your choices will apply to everyone on your account—unless you tell us otherwise.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and non-financial companies.

Non-affiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • Non-affiliates we may share information with can include insurance companies, attorneys, accountants, and custodial firms.

Joint marketing

A formal agreement between non-affiliated financial companies that together market financial products or services to you.

Office Address:

Birchwood Financial Partners, Inc.

3300 Edinborough Way, Suite 610, Edina, MN 55435

Tel: 952-885-9088 | Fax: 952-887-2949

Website: www.Birchwoodfp.com

 

 

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