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Western Financial Corporation
600 "B" Street, Suite 2204
San Diego, CA 92101
Tel: (619) 544-0260
Fax: (619) 234-2421
Toll Free: (800) 488-5990
Email: Rick@westfincorp.com
Privacy Policy
Notice of Privacy Policy
As your broker / dealer, Western Financial Corporation takes your privacy very seriously. We want you to understand what information we collect and how we use it.
We collect and use “non-public personal information” from our new account forms to help us determine suitability for certain investments, and to satisfy the requirements of various regulatory agencies that govern our broker / dealer.
We do not disclose “non-public personal information” about you to non-exempt third parties.
In addition, we do not reserve the right to disclose “non-public personal information” to affiliates or non-affiliated third parties, except to non-affiliated third parties as authorized by law. This includes financial institutions where joint marketing agreements are in effect.
We may also collect “non-public personal information” about you from data we receive from non-affiliated third parties, including consumer and industry reporting agencies.
Western Financial Corporation maintains physical and electronic safeguards to protect your non-public information.