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PURPOSE OF THIS NOTICE Title V of the Gramm-Leach-Bliley Act (GLBA) generally prohibits any financial institution, directly or through its affiliates, from sharing nonpublic personal information about you with a nonaffiliated third party unless the institution provides you with a notice of its privacy policies and practices, such as the type of information that it collects about you and the categories of persons or entities to whom it may be disclosed. In compliance with the GLBA, we are providing you with this document, which notifies you of the privacy policies and practices of this agency. OUR PRIVACY POLICIES AND PRACTICES 1. Information we collect: We collect nonpublic personal information about you from sources permitted by law, which may include but are not limited to: • Information we receive from you. • Information about your transactions with our affiliates or others. • Information we receive from a consumer reporting agency. 2. Information we may disclose to third parties: We do not disclose any nonpublic personal information about our clients, prospects or former clients to anyone, except as permitted by law. We share nonpublic personal information with other organizations only for the purpose of providing insurance and financial products or services to you. These organizations may include but are not limited to insurance and financial services companies, consumer reporting agencies, governmental entities and claim adjusters. 3. Our practices regarding information confidentiality and security: We restrict access to nonpublic personal information about you to only employees of our agency who are bound by a formal confidentiality policy. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information. 4. Reservation of the right to disclose information in unforeseen circumstances: In connection with the potential sale or transfer of its interests, this agency and its affiliates reserve the right to sell or transfer your nonpublic personal information to a third party entity that: (1) concentrates its business in a similar practice or service; (2) agrees to be this agencyís successor in interest with regard to the maintenance and protection of the information collected; and (3) agrees to the obligations of this privacy statement. 5. Information from sites we link to. Please note that the information being provided is strictly a courtesy. When you link to any of the websites provided, you are leaving this site. Montgomery Insurance and Investments Agency, Inc. makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or use of a third-party site. |
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Montgomery Insurance and Investments Agency, Inc. is a locally owned and operated independent insurance agency with specialists in personal and commercial insurance, financial services including investments and employee benefits. They have two conveniently located offices in the downtown areas of Jamestown and Xenia.
Left to right: Jim Saner, Eric Montgomery, Brad Montgomery and Roy Montgomery. "Prompt efficient service." - Paul & Edith Calloway DISCLAIMER - Securities and investment advisory services offered through Tower Square Securities, Inc., a member of FINRA / SIPC. Montgomery Insurance and Investments Agency, Inc. is not a registered investment advisor or a securities brokers dealer and has no affiliation with Tower Square Securities, Inc. Eric Montgomery is licensed in AL, CA, FL, GA, IL, IN, MA, MI, MO, NC, OH, VA, VT, WI, WV for the sale of security products. Roy Montgomery is licensed in OH for the sale of security products. Don Cain is licensed in OH for the sale of security products. |
| Xenia: 114 South Detroit Street • Xenia, OH 45385 • (937) 372-7646 Jamestown: 1 West Washington Street • Jamestown, OH 45335 • (937) 675-9321 |
| CD200601302 Exp 07/2007 |