Financial Counselors of Virginia, Inc. is a Fee-Only Virginia Registered Investment Advisor and financial planning firm. We are committed to safeguarding the confidential information. ofour clients. We hold all personal information provided to our firm in the strictest confidence.
This information includes all personal information that we collect from the client or receive from other firms in connection with any of the financial services provided by our firm.
Our offices and computers are secure. We do not disclose information to nonaffiliated third parties except as may be required by law. We do not provide any personally identifiable information to mailing list vendors or solicitors for any purpose.
We will maintain client personal information for as long as that person is a client and for as long thereafter as is required by law. After that period of time, the information will be destroyed.
We post personally identifiable information including applications, statements and other legal and financial documents to each client's individual secure web portal. Each client web portal is hosted by Morningstar Office and is encrypted and password protected. Any client may opt out of this service.
For more information or to make comments, please contact us:
355 Crawford Street, Ste. 802, Portsmouth, VA 23704
757 399 7499