AFA Privacy Policy


Your privacy is of the upmost importance to us and American Financial Advisors are committed to protecting and maintaining the confidentiality of all of your personal information.

Information We Collect

The personal information we collect directly from you (whether in person, over the phone, through email or via our website) includes information required to communicate with you and assist us in effectively addressing your financial needs. This information could include the following:

  • Your name and email address
  • Investment objectives and experience
  • Account balances and account transactions
  • Employment information

How We Collect Non-Public Personal Information

  • On applications and information forms
  • Verbally in response to questions
  • From transactions with us and third parties you authorize for our access

How Information Is Used

We use information about you to provide our asset management services to the best of our abilities. We may disclose the information to third parties as permitted by law, including the broker/dealers, custodians or other authorized companies used to provide services to you. From time to time, we may be required to give information about our business to regulatory authorities or as required by law. This may include personal information about you. We DO NOT sell your personal information to third parties for any purpose.

How Information Is Safeguarded

We have procedures in place that we believe are reasonably designed to protect the security and confidentiality of your information. These include confidentiality agreements with companies we hire to help us provide services to you, password-protected user access to our computer files, training of employees and strict confidentiality policies that apply to all employees.

Who This Policy Applies To

  • All current clients
  • All former clients
  • Prospects and all visitors

We restrict access to your personal information only to employees who need this information for business purposes. We continuously evaluate our efforts to protect your personal information and make every effort to keep your personal information accurate and up-to-date.

We reserve the right to change this policy at any time as needed. You will be notified via email if any changes occur. If you have any questions on our privacy policy or your personal data, please don’t hesitate to contact us.


1936 Lee Road - Suite 270
Winter Park, FL 32789

Toll Free: 888-679-9779
Office: 407-207-9006
Fax: 407-207-0106