Our Consumer Privacy Policy is provided to help you understand how we protect your financial privacy.

POLICY

Information Covered by this Policy.

Our Policy applies to all personally identifiable financial information about you that is obtained by Comfort Financial Services, LLC in connection with providing a consumer financial product or service for personal, family or household purposes (“personal information”). Our Policy will continue to cover information we may collect about you during the course of our relationship as well as after the relationship has ended.

How We Collect Personal Information.

We rely on many sources of information to understand and meet your needs. We collect personal information about you from:

· your applications or in other ways when you visit us in person, over the phone, or through the mail;

· your transactions with Comfort Financial Services, LLC;

· consumer reporting agencies; and

· other sources, in connection with providing you a financial product or service.

How We Keep Information Secure.

We limit access to personal information about you to those employees and agents who need to know the information to provide products and services to you. We maintain physical, electronic and procedural safeguards that comply with federal regulations to protect personal information and we protect against unauthorized access to personal information.

General Information Sharing Outside of Comfort Financial Services, LLC

Except as described below, it is the policy of Comfort Financial Services, LLC not to share any of the personal information that we collect about you with companies or other organizations outside of Comfort Financial Services, LLC.

We may share personal information about you with companies or other organizations outside of Comfort Financial Services, LLC as follows:

We may share personal information necessary for processing or administering a financial transaction requested by you. This includes, for example, disclosing personal information to service providers who take credit applications for us, service your account(s) with us, or mail account statements and perform other administrative activities in connection with your account(s) with us. It also includes disclosures to and by creditors listed by you on credit applications in connection with routine credit checks.

We may share personal information for the purposes of preventing fraud, responding to judicial process or a subpoena, or complying with federal, state, or local laws. This includes making disclosures to technical service providers who maintain the security for our records, our attorneys and accountants, and consumer reporting agencies, consistent with the Federal Fair Credit Reporting Act.

We may share personal information with certain nonaffiliated third parties to provide services in connection with the marketing of our financial products or to do a general analysis of our customer financial transactions. These nonaffiliated persons will be required to enter into a contract with us guaranteeing the confidentiality of this information and promising not to use or disclose such information for any purpose other than the one for which it was received.