Registered Investment Adviser - Certified Financial Planners


Client Privacy Policy

Creegan & Nassoura Financial Group, LLC an independent financial planning and investment management firm considers our relationship with our clients to be our most important asset. We are committed to protecting your personal information to the best of our ability. We hold all personal information provided to our firm in the strictest confidence. This includes all personal information that we collect from you in connection to any of the services provided by Creegan and Nassoura Financial Group, LLC. We have not sold and will not sell your personal information to anyone.

Creegan and Nassoura Financial Group, LLC collects and maintains your personal information so we can provide services to you. The types and categories of information we collect and maintain about you include:

  • Information we receive from you to open an account, provide investment advice or financial planning advice to you.
  • Information we generate to service you as a client [such as trade tickets, account statements, and conversations with accountants, lawyers, and insurance professionals].
  • Information that we may receive from third parties.

In order for us to provide services to you as a client, we do disclose your personal information in very limited instances, which include:

  • Disclosure to companies subject to strict confidentially agreement that perform services on our behalf. [such as our technology consultant]
  • Disclosure to companies as permitted by law including those necessary to service your account. [such as providing account information to brokers and custodians]
  • Disclosure to your authorized representatives.
  • Disclosures required by law.[ such as securities regulators].

To fulfill our privacy commitment we have instituted firm-wide practices to safeguard the information we maintain about you. These include:

  • We limit access to information only to those who have a business or professional reason for knowing, and only to nonaffiliated parties as permitted by law.
  • We maintain a secure office and computer environment to insure your information is maintained at reasonable risk.
  • Personally identifiable information about you will be maintained during the time you are a client and the required time thereafter that such records are required to be maintained by Federal and State security laws. After the required period of record retention all such information will be properly destroyed.

Use of Cookies

While browsing the Creegan and Nassoura Financial Group, LLC web site, no cookie will be placed on your hard drive.

Privacy for Linked Web Sites

The Creegan and Nassoura Financial Group, LLC web site MAY contain links that are not operated or controlled by us. Other web sites that are linked to/from, may have policies different from those described here. Creegan & Nassoura is not responsible for the privacy practices of the web sites that it does not operate; therefore, please review the privacy policy notices on those web sites for details.

Creegan & Nassoura Financial Group, LLC also recommends
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Creegan & Nassoura Financial Group, LLC is the sole operator of the Creegan & Nassoura ( web site. If you would like to contact us for any reason, please refer to the contact page of this site.