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PRIVACY POLICY
Effective Date: July 3, 2025
Our Commitment to Your Privacy
At Christine Messmer, P.C., we value your trust and are committed to protecting your personal information. While providing comprehensive financial planning and investment advisory services, we will protect the information you provide to us. This privacy policy describes how we collect, use and protect your information.
Information We Collect
We collect nonpublic personal information about you, such as:
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Data you provide on applications and other forms, including your name, address, phone, email, social security number, drivers license number, income and employment.
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Information about your transactions with our firm or others, including account numbers, account balances and trading activity.
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Information we may receive from third parties, such as other financial institutions, attorneys, CPA firms or custodians.
How We Use Your Information
We use your information to provide the following:
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Comprehensive financial planning and investment advisory services.
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Maintain your accounts and execute transactions
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Communicate with you
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Comply with legal and regulatory requirements
Information We Share
Christine Messmer, P.C. does not disclose nonpublic personal information about our clients or former clients to anyone, except as permitted by law. This may include disclosures to:
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Service providers that support our services
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Regulatory authorities
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Law enforcement agencies, if required
Confidentiality & Security
We restrict access to nonpublic personal information about you to employees and service providers who need to know how to provide their services to you. We maintain physical, electronic and procedural safeguards to protect personal information.
Former Clients
If you decide to close your accounts or become an inactive client, we will continue to adhere to our privacy policies.
Changes to Our Privacy Policy
We reserve the right to amend our Privacy Policy at any time; however we will notify you of any material changes as required by law.
Questions
If you have any questions please contact:
Christine Messmer, CFP
Christine Messmer, P.C.
101 Oak Street, Collegeville, PA, 19426
610.489.7925