Broker Check

Bluffton Location

117 E Elm Street

Bluffton, OH 45817

Policy of Confidentiality with our Clients' Information

While doing business with Faith Investment Services, you share personal and financial information with us. We treat this information as confidential and recognize the importance of protecting access to it.

You may provide information when communicating with us in writing, electronically, or by phone. For instance, information may come from your applications, questionnaires or quizzes you complete, or your transactions with us. On occasion, such information may come from consumer reporting agencies and those providing services to us.

We do not sell information about our clients (whether current or former) to third parties. We do not disclose this information concerning clients or former clients to third parties unless it is necessary to process a transaction, service an account, or as may otherwise be legally permitted or required.

We maintain physical, electronic and procedural safeguards to protect information about our clients. Access to such information is limited to those who need it to perform their jobs, such as servicing your accounts or resolving problems or to inform you of products or services. It is required of our employees and agents that this information be held in strict confidence.

We may share information with product companies in the course of providing or offering products and services to best meet your investing needs. We may also share that information with companies having supervision over us as required by FINRA or state insurance regulations.  Companies that perform administrative services for us (such as database or document retention) may also have access. However, use of information about our clients in such cases is severely restricted - the other party is prohibited from sharing or using it for any other purpose.

For more information, please contact Kathi Dunlap or call our office at 419-358-4207