Teleios Financial Partners follows SEC guidelines and modern security practices to keep your information safe. We will not share any of your personal information without written permission to do so unless required by law. We have strict policies in place to protect your sensitive information. We will be happy to discuss or provide the details of these policies upon request. One of those policies is to not send any sensitive information via e-mail (even as an attachment) unless using our industry compliant encrypted e-mail system.
Documents that may contain sensitive information such as personally identifiable details (DOB, Mailing Address, etc), account numbers, social security or tax ID numbers should only be hand delivered, faxed, or mailed using certified or other similar methods. If you prefer to scan and e-mail documents or send sensitive data via e-mail, let us know and we will be happy to provide instructions on how to access and use our secure e-mail system.
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TFP has several subscription based communication systems that are used to deliver educational information and to stay in touch with both current and prospective clients. We will never add your information to any of these direct or drip communication programs without your explicit permission to do so. If you ever wish to stop receiving information from us, please use the "unsubscribe" link at the bottom of these messages. Please note that you may have elected to subscribe to different programs and may need to unsubscribe from each one if you no longer wish to receive any information.
Social Media is becoming the new standard to communicate in today's fast paced society. The financial services industry is slowly allowing these platforms however we encourage you to not communicate with us using these methods. Your financial information and personal business should remain private. Despite better safeguards than a few years ago, we feel there is still too much risk to expose information you would not want the public to see.