Privacy Policy / Terms & Conditions

We collect nonpublic personal information about you from the following sources:
• Information we receive from you including but not limited to: information from applications, tax documents, worksheets, surveys, employer provided records, personal contact information, and other documents;
• Information about your transactions with us or others;
• Information we may receive from a consumer-reporting agency or other services provider.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law. We restrict access to nonpublic personal information about you to our employees, contractors, and agents who need to know that information in order to operate, develop, or improve our services to you.

Individuals who provide us with personal information may receive periodic emails, newsletters, or mailings from us regarding our services or any special offers or information we believe may be of interest. If you choose not to receive future information or outreach from us, you can email us at info@whitefishfinancial.com to have your information excluded in future communications. Note that you will continue to receive transaction or service-related emails, mail, or phone calls regarding services you have requested, which you cannot opt out of receiving.

This website may contain links to other websites and other websites may reference or link to our website or services. These other domains or websites are not controlled by us, and we do not endorse or make any representations about third-party websites or social media platforms. Visiting these other websites or applications is at your own risk.

We take steps to ensure that your information is treated securely and in accordance with this Privacy Policy. Unfortunately, the internet cannot be guaranteed to be 100% secure, and we cannot ensure or warrant the security of any information you provide to us. We do not accept liability for unintentional disclosure.

By using the website, or providing personal information to us, you agree that we may communicate with you electronically regarding security, privacy, and administrative issues relating to your use of the website. If we learn of a security system’s breach, we may attempt to notify you electronically by posting a notice on the website, sending an e-mail or mail to you.