Privacy Notice

It is the policy of Chelsea Financial Services to respect the privacy of our customers and to protect the security and the confidentiality of customers’ nonpublic information.

Information that Chelsea Financial Services collects to provide financial services requested by customers are from sources such as:

Chelsea Financial Services does not disclose any nonpublic personal information about our customers or former customers to anyone, except as required or permitted by law and to effect, administer or enforce transactions requested by customers in the ordinary course of processing, servicing or maintaining customer accounts. We do not sell, publish or otherwise distribute our client or prospect lists to any organization or individual.

Furthermore Chelsea Financial Services does not reserve the right to disclose nonpublic personal information in the future without first notifying you of our change in privacy policy and providing a convenient opportunity for customers to opt out of information sharing with nonaffiliated third parties.

Chelsea Financial Services restricts access to the customers nonpublic personal information to employees who need to know to provide the financial products or services of customer accounts primarily used for personal, family or household purposes. Chelsea Financial Services maintains physical, data processing and procedural safeguards in compliance with State and federal laws to protect customer non-public personal information.

From time to time, we access opt-in database lists from respected publishers for our broker recruiting efforts, from brokers who have indicated interest in receiving financial or broker-specific information and/or offers. We offer the automated ability for recipients of our opt-in communications from these broker prospects to opt-out easily via a link on every email communication. Emails to this specialized database are typically limited to no more than 8 per year.

For more information relating to Chelsea Financial Services privacy policies please feel free to call us toll free at 866 898-5800, or write to us at:

Chelsea Financial Services
880 Annadale Road
Staten Island, NY 10312