Our relationship with our clients is our most important asset. When working with clients, we must collect personal financial information in order to do our job. We understand that you have entrusted us with this private financial information, and we do everything we can to maintain your trust.

Griessel Tiffany Group holds all client information in strict confidence. We do not disclose, nor do we reserve the right to disclose, any personal, private information of our clients. The types of confidential information we maintain include social security numbers, addresses, phone numbers, and financial information.

We will only make disclosure of this information to persons not affiliated with our firm when expressly permitted by the client, or in certain limited circumstances. These circumstances include when the disclosure is required, for example, to cooperate with regulators or legal authorities, and when needed by an agent or advisor known to be employed by the client, such as their accountant, attorney, or the custodian of their financial assets. Information may also be shared in certain limited circumstances with third parties that we retain to assist us with the operation of our business.

To further protect our clients' private information, we restrict access and maintain physical and electronic safeguards to guard clients' personal information.

If you have any questions or concerns about this privacy policy, please don't hesitate to contact us at 925-280-9991.