Privacy Policy

Customer Privacy

Veritas Financial Services, llc. recognizes the importance of protecting your privacy. Therefore, we have implemented policies to maintain the confidentiality and security of your personal information. Below, please find our policy that is designed to help you understand what information we collect from you and how we use that information to
service your account.

Confidentiality and Security

We restrict access to nonpublic, personal information about you to those employees and agents who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards to protect your nonpublic information.

Information that the Firm Discloses and to Whom

We collect nonpublic information, personal information about you from the following sources:

  1. Information we receive from you on applications or other forms
  2. Information about your transactions with us, our affiliates, or others; and
  3. Information we receive from a consumer-reporting agency.

We distribute the personally identifiable information only to third parties when necessary to conduct securities, investment advisory, or financial planning business, or otherwise service the account. We do not publicly post or otherwise distribute personally identifiable information.
If you have any questions about this privacy statement, the practices of our firm, or your
dealings with the firm you can contact Veritas Financial Services in the following manner:

Mail:
Veritas Financial Services, LLC
506 E. Mill Street, Ste 101
Plymouth, WI 53073