Broker Check

Putting Information Together Accordingly - PITA

OUR PROMISE TO YOU OUR POLICY TO KEEP THE PROMISE

We have all heard of the breaches to Cyber-security affecting so many Americans.

The Terzolo Financial Group, Inc. is taking a concerted effort in strengthening our firm's approach to this issue through PITA - Putting Information Together Accordingly.

With this Policy – we are reviewing our office procedures and software and are implementing systems to tighten the way we approach our business and communications to and about our clients.

The cyber criminals are working tirelessly to break these systems and no one can 100% guarantee a breach will not occur – however, we are working to reduce the chance, and opportunity.

To start - we will ask for additional information to assure the right person is seeking your information and it may be an inconvenience. It’s important to us.

We appreciate your patience. 

Thank you for choosing to work with us. We take this seriously and we are doing our level best to protect you, your family, your information.