Your Privacy is Important

We at Thornewood Advisors and 1st Financial USA, LLC respect the privacy of our customers and are committed to treating customer information responsibly. Our Customer Information Privacy Policy serves as a standard for all Thornewood Advisors and 1st Financial USA, LLC employees for collection, use, retention and security of individual customer information.


Information We Collect

Thornewood Advisors and or 1st Financial USA, LLC collects nonpublic personal information about you from the following sources:

  • Information we receive from you on applications or other forms, such as name and address.
  • Information about your transactions with us such as your account balance , payment history , medical history and related information.
  • Information we receive from consumer-reporting agency such as your creditworthiness and credit history.

Information We Disclose

Thornewood Advisors and 1st Financial USA, LLC do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law.


Confidentiality and Security

Both Thornewood Advisors and 1st Financial USA, LLC are committed to the security of your financial and personal information. All our operational and data systems are in a secure environment that protects your account information from being accessed by third parties.

At Thornewood Advisors and 1st Financial USA, LLC employee access to personally identifiable customer information is limited to those with a business reason to know such information. Employees are educated on the importance of maintaining the confidentiality of customer information and on these privacy principles. Because of the importance of these issues, all Thornewood Advisors and 1st Financial USA, LLC employees are responsible for maintaining the confidentiality of customer information.


Maintenance of Information to Parties that Provide Services to Us

We continually strive to maintain complete and accurate information about you and your accounts. Should you ever believe that out records contain inaccurate or incomplete information about you please notify us. We will investigate your concerns and correct any inaccuracies.


Disclosure of Information to Parties that Provide Services to Us

We may disclose all of the information we collect, as described above, to service providers and companies that perform services on our behalf, such as insurance , investment and custodial companies. When we conduct business with third parties, we require our vendors and suppliers to maintain similar standards of conduct regarding the privacy of personally identifiable customer information provided to them.


Providing Privacy Information to Customers and Responding to Inquiries

At Thornewood Advisors and 1st Financial USA, LLC, we value our customer relationships. We want you to understand how we use the information you provide and our commitment to ensuring you personal privacy. If you have any questions about how Thornewood Advisors and 1st Financial USA, LLC protect your confidential information, you may contact us using the contact info listed on the contact us page.