Privacy Policy

We at Wells Nelson & Associates, LLC (“WNA”), consider the protection of your sensitive personal information to be an important priority. Our privacy policy and practices are designed to support this objective. We want our customers to understand what information we collect and how we use it. We collect non-public personal information about our clients, such as you, from the following sources:

  • Information we receive from you on application and other forms;
  • Information about your transactions with us, our affiliates or others; and
  • Information from a consumer-reporting agency.

We do not disclose any non-public personal information about our customers or our former customers to anyone, except as permitted by law.

We restrict access to non-public personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your non-public personal information.

If you have any questions regarding this policy please contact us.

Website Privacy Policy

In furtherance of its commitment to privacy, WNA has adopted information gathering and dissemination policies for the web site (the “Site”). These guidelines have been developed with the recognition that Internet technologies are rapidly evolving, and that underlying business models are still not established. Accordingly, these guidelines are subject to change. Any such changes will be posted on the Site. WNA is not responsible for the content or the privacy policies of web sites to which it may link.

What information does WNA gather and/or track?

  • Cookies: WNA does not currently employ cookies in connection with the Site.
  • IP Addresses: WNA does not log IP Addresses.
  • Credit Card Information: WNA does not currently collect credit card information through the Site.
  • E-mail Addresses: When a visitor submits an inquiry or comment, WNA may log and retain the visitors e-mail address.

What does WNA do with the information it gathers and/or tracks?

Using the e-mail address provided when a visitor submits an inquiry or comment, WNA may contact the visitor regarding its inquiry or comment. WNA may also send e-mail to its visitors about services offered by WNA. If a visitor prefers not to receive promotional materials from WNA, he/she should refer to the “Opting Out” provision below.

Data Security

To prevent unauthorized access, maintain data accuracy, ensure the appropriate use of information and protect against loss, misuse or alteration of information under WNA’s control, WNA has put in place appropriate physical, electronic and managerial procedures to protect the information it collects on-line.

A special note about children viewing the Site

The Site is not intended for children, and WNA asks that minors not submit any personal information. If a visitor is a minor, he/she may use the Site only in conjunction with a parent or guardian.

Optioning-out corrections and cancellations

Upon request, WNA will (a) remove a visitor and a visitor’s personal information from WNA database; (b) correct personal information that a visitor states is erroneous; or (c) permit the visitor to “opt out” of further e-mail contact. To request a correction or cancellation, or if a visitor has any questions concerning this privacy statement or WNA information gathering and dissemination practices, the visitor will be instructed to contact a WNA Manager. “Visitor” refers to each individual user of the Site and, if applicable to such use, the visitor’s employer or firm.