At Morgan Taylor Financial we always respect your privacy. The information we collect is held in the strictest confidence and is used for internal review only. It will never be shared with any other organizations for commercial purposes. We never retain your personal information either online or offline after our business dealings are concluded.
We recognize the importance of protecting your personal information. We collect information about you to communicate with you, to process your requests for services, and to inform you about other financial options that may be of interest to you.
Q: “What kinds of information do you collect about your clients?”
A: During the consultation process we may obtain, as it becomes required, information about our clients such as their legal name, street address, phone number, e-mail, birth date, social security number, driver's license, and if they currently have any outstanding judgments or unpaid liens that must be paid off.
Most of this information is obtained via our online application forms and by telephone conversations conducted during the application phase.
Q: “What do you do with the personal information that you collected?”
A: We review all of the information collected so that we may determine if our services can be of any help to the client's particular situation.
After our correspondence is concluded, we will delete all of the client's personal information from our database to help maintain their personal privacy and their security.
Information Sharing and Disclosure:
Morgan Taylor does not rent, sell, or share any of our client's personal information with other people or non-affiliated companies except to provide the services that they have requested.
Our Former Clients:
We treat information about our former clients in the same manner as we treat information about our current clients.
Confidentiality And Security:
We restrict all access to non-public, personal information about our clients to only those employees who need to know such information in order for them to help the client obtain the services that they have previously requested from us.
Maintaining the accuracy of client information is a shared responsibility. We maintain the integrity of the information they provide to us and will update their records when they notify us of a change. All clients should contact us immediately when information concerning them changes.
We reserve the right to update this policy as needed. The information sharing practices described herein are all in accordance with State and Federal laws, and in accordance with same:
We will not share any client's information with our affiliates without the client's prior consent.
We will only disclose the client's name, contact information and our own transaction and experience information to other financial institutions with which we have a relevant business arrangement.
We will only share information in accordance with all of the practices and limitations described herein.