Trusted Choice Independent Advisor

Community Wealth Specialists, L.L.C., Privacy Notice

We take very seriously our responsibility to protect your privacy in all of our insurance work.

Please read our Privacy Statement, Community Wealth Specialists Privacy Notice

For insurance purposes only, our agency, and/or the insurance companies that we work with, collects social security numbers, dates of birth, loss information, and credit scores for the purpose of quoting and/or providing insurance coverage.

We can share your personal information to process your insurance requests, to respond to court orders or legal investigations. We can share your information with our affiliate, The Tri-County Bank, but do not share your personal information with non-affiliates so they can market products to you.

We protect your personal information from unauthorized access and use by using security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. In addition, we maintain physical, electronic, and procedural safeguards and restrict access to only those employees who need this information to provide products and services to you.

Community Wealth Specialists, LLC is an affiliate of the Tri-County Bank.

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