Customer service is very important to us. As we continue to improve and expand our services, we recognize our customers’ need and desire to preserve their privacy and confidentiality. Safeguarding our customers’ privacy is also very important to us. We have adopted standards that help maintain and preserve the confidentiality of customers’ nonpublic personal information. The following Statement affirms our continued efforts to safeguard customer information.

PRIVACY POLICY

Information We Collect

We gather nonpublic personal information about our customers as may be necessary to conduct business with our customers.

We collect nonpublic personal information about you from the following sources:

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

Information We Disclose

Your personal information will only be retained for the purpose of providing you with our response to your query and will not be made available to any third party except as necessary to be disclosed to any related entity for the purpose intended or as required to be disclosed under law.

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

We may share all the information that we collect, as described above, with our affiliates. By sharing this information, we can better serve your financial needs. If you do not wish for us to share this information with our affiliates you may contact us.

  • We may disclose the following information to companies that perform marketing services on our behalf or to other financial institutions with whom we have joint marketing agreements:
  • Information we receive from you on applications or other forms, such as your name, address, social security number, assets, and income;
  • Information about your transactions with us, our affiliates, or others, such as your account balance, payment history, and parties to transactions;
  • Information we receive from a consumer reporting agency, such as your creditworthiness and credit history.

We restrict access to nonpublic 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 regulations in order to guard your nonpublic personal information.

Other Disclosures

Geneva Financial, LLC is a multi state licensed mortgage banker committed to helping you find the right mortgage product for your needs. We understand that every borrower and lending scenario is different, and we offer a variety of products to meet your individual requirements. We make the process of securing a mortgage simple and straightforward by offering you the latest in financial tools that enable you to make sound financial choices. Geneva Financial, LLC offers the most competitive rates, pricing, and mortgage options.

Geneva Financial, LLC has established business relationships with over 75 mortgage institutions, which gives us the ability to offer the most competitive rates and fees, with the greatest variety of mortgage product options. Geneva Financial, LLC employs seasoned loan officers with the utmost integrity. Unlike the big national banks, our loan officers are held to a higher standard. They are mandated to complete loan officer education requirements, tested, and licensed by the States they do business in. When working with a Geneva Financial, LLC loan officer, the customer can have confidence that their mortgage is being cared for by an educated mortgage professional.

Licensed in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Maryland, Michigan, Minnesota, Montana, Nevada, New Jersey, New Mexico, Nebraska, North Carolina, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, and Washington.

Company NMLS #42056