GYL Financial Synergies, LLC (“GYL”) is committed to client confidentiality and the protection of your privacy.  The following information is provided, as required by law, to help you understand our privacy policy and how we will handle and maintain confidential personal information as we fulfill our obligations to protect your privacy.  “Personal information” refers to the nonpublic financial information obtained by GYL in connection with carrying out our services.

 

Information We Collect

GYL collects personal information as part of our relationship to you, to provide client services and fulfill legal and regulatory requirements.  The type of information GYL collects may include:

 

Information Disclosed In Administering Products and Services

GYL will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. GYl does share non-public personal information with our parent company affiliate, Focus Financial Partners, LLC, for its internal and external auditing purposes.  We also share your non-public personal information with a non-affiliate for the purpose of aggregating it and providing summary information based on this data to our parent company, Focus Financial Partners, LLC.

GYL does not sell any personal information about you to any third party.  GYL will not disclose personal information without your authorization, except as required or permitted by law.

 

Procedures to Protect Confidentiality and Security of Your Personal Information

GYL has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services.  In addition, GYL maintains physical, electronic and procedural safeguards to guard your non-public personal information.

GYL will update its policy and procedures when necessary to ensure that your privacy is maintained and that GYL conducts business in a way that fulfills our commitment to you.  If GYL makes any material changes in its privacy policy, we will make that information available to clients through our Web site and/or other communications.

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  • Your email address will not be added to any outside marketing lists, sold or shared.