Client Privacy Policy

SULLIVAN, WILLIAMS & QUINTIN is required by law to provide you with a copy of our Privacy Policy Notice at the time a customer relationship is established.

How and Why We Obtain Information

SULLIVAN, WILLIAMS & QUINTIN collects information about you to help us serve you Real Estate Transaction needs, provide customer service and fulfill legal and regulatory requirements. Any collection of personal information is to support our normal business operations and service your account.

SULLIVAN, WILLIAMS & QUINTIN collects nonpublic personal and financial information about you from information we receive from you or your financial institution. The sources and the information collected may include:

  • Information on applications and related forms such as name, address, Social Security Number, assets and income;
  • Information regarding your transactions with us such as service, account balances and payment history;
  • Information from you employer and or financial institution such as name, address, Social Security Number, assets income;

Sharing Information

SULLIVAN, WILLIAMS & QUINTIN does not disclose nonpublic personal information about you to anyone. However, in the course of servicing your account, we may share information collected about our clients, as previously described above, to other unaffiliated financial service providers such a insurance companies, banks or brokers/agents to provide account maintenance or customer service on account. We may also disclose your information to other originations such as governmental agencies and law enforcement officials (for example, attorney or tax professional). If you elect to opt out of disclosure of nonpublic information, we may be unable to properly provide services with regard to Real Estate Transactions.

Protecting Your Information

SULLIVAN, WILLIAMS & QUNTIN maintains physical electronic and procedural safeguards to guard your nonpublic personal information to ensure we are complying with our own policy, industry practices, and federal and state regulations. If you decide to cancel you Real Estate Transaction or become an inactive customer, we will adhere to the privacy policies and practices described in the notice. Nonpublic personal information will be maintained to comply with industry requirements after which time the information will be rendered and indecipherable by means of available that safeguard client nonpublic information.

SULLIVAN, WILLIAMS & QUINTIN reserves the right to change this Privacy Police at anytime, without notice, and will notify of any modifications on an annual basis.