Privacy Statement

This privacy policy pertains to all aspects of business conducted by your TrustCore Financial, Inc., family of businesses, including, but not limited to, TrustCore Financial Services, Inc., TrustCore Investments, Inc., TrustCore Insurance Agency, Inc., and TrustCore Management Services, Inc.

 
Collecting Information
 
We collect nonpublic personal information from the following services:
  • Applications and documents completed by you and your financial representative
  • Your transaction history
  • Other sources with your consent
 
Sharing Information
 
We do not share any personal information unless
  • You authorize or request it
  • It is necessary to process a transaction you initiated
  • It is permitted or required by law
  • It is to companies within our corporate family to provide products and services to you
 
We do not sell any information to marketing companies.
 
Keeping Your Nonpublic Personal Information Secure
 
This information
  •  Is viewed only by authorized employees conducting services or functions on your behalf
  • Is protected by physical, electronic and procedural safeguards implemented throughout our company
 
TrustCore Financial, Inc. reserves the right to change our privacy policies and procedures at any time. Any changes will be communicated to you as required by law. A copy of our privacy policy may be found on our website, www.trustcore.com.
 
Receipt of this Notice does not constitute our acceptance of an application for any product or service.