Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
The types of personal information we collect, and share depends on the product or service you have with us. This can include the following:
When you are no longer our customer, we will continue to hold your information and share it as described in this notice.
All financial companies need to share customers’ personal information to perform their services and run their everyday business. Below are the reasons financial companies can share their customers’ personal information; the reasons Cohen Investment Advisors, LLC chooses to share; and whether you can limit this sharing.
Does Cohen Investment Advisors, LLC share?
.
For our everyday business purposes — such as to process your transactions, maintain your account(s) or respond to court orders and legal investigations
Yes
No
For our marketing purposes — to provide you with newsletters and other documents, and announcements regarding our services.
Yes
Yes
For joint marketing with affiliates (We have no affiliates.)
N/A
N/A
For joint marketing with non-affiliates
No
We don’t share
For our affiliates’ everyday business purposes — information about your transactions, accounts, etc.
N/A
N/A
For non-affiliates’ (accountants, attorneys and other business professionals) everyday business purposes — in order to ensure appropriate information is required for tax purposes, or for tax planning or estate planning or asset protection planning purposes.
Yes, but only with your expressed consent
Yes
For our non-affiliates to market to you — including, but not limited to, sharing your phone number(s) for SMS purposes.
No
We don’t share
Call: (603) 232-8351 or
Visit us online: www.investwithcohen.com
Please note:
When you are no longer our customer, we continue to share your information as described in this notice.
However, you can contact us at any time to limit our sharing.
Cohen Investment Advisors, LLC
264 South River Road
Suite 414
Bedford, NH 03110
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards (such as password protection or encryption) and restricting access to physical files (such as locked cabinets or building).
We collect your personal information, for example, when you:
We may also collect your personal information from other companies.
Text messaging opt-in data and consent are not shared with any third parties (including subsidiaries and affiliates). All SMS communications are used solely to provide requested services or information and are managed securely to ensure client privacy and compliance with applicable regulations.
In response to applicable state law, if the mailing address provided for your account is in California, North Dakota, or Vermont, we will automatically treat your account as if you do not want us to disclose your personal information to non-affiliated third parties for purposes of them marketing to you, except as permitted by the applicable state law.