Privacy Guidelines, Do Not Call List, Anti-Spam Protocol and Retention of Application Information:
A copy of our privacy guidelines is available upon request and will also be provided on the initial meeting. Your information is used for the purposes of situational and total needs planning.
As such we may maintain copies of completed applications and supporting documents in our files. This information is also used for the purposes of ongoing services of your portfolio. Martin Maretzki, or other employees of ax/iz financial solutions will contact you (phone, email, letter) with respect to other products and services that the company provides.
You may place yourself on the company’s internal “Do Not Call List” by informing the company in writing. You may opt out of receiving emails from any representative of our firm by informing us in writing or by return email or verbal request.