Eric Lidemark and Lidemark Financial Group are committed to respecting the privacy of individuals and recognizes the need of people with whom we do business and employees for the appropriate management and protection of any Personal Information that you agree to provide to us.
Our Privacy Management Plan includes guidelines on the collection, storage, use and retention of your Personal Information as follows:
Note: access to a record may be subject to the payment of a fee should one be levied to the organization.
In addition to the care that Eric Lidemark and Lidemark Financial Group take directly, we are also working with all of our partner organizations that may at some point handle personal information gathered by us in the course of their relationship with and service to us.
Each third party partner has agreed to meet our standards of privacy, confidentiality and security.
All Employees and third party staff who in any way handle or manage Personal Information have acknowledged and agreed to adhere to our Privacy Code and the procedures that support that code.
Insurance products are offered through our managing general agency.
Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc.