Privacy Policy
Silver Accounting Service Inc. DBA Silver Financial Service (“SFS”) recognizes that our relationships with current
and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the
private nature of our relationship with you. We place the highest value on the information you share with us. SFS
will not disclose your personal information to anyone unless it is required by law or at your direction. We will not
sell your personal information.
Why We Collect Your Information
We gather information about you so that we can:
● Help design and implement the investment and financial planning related services we provide you; and
● Comply with the Federal and State laws and regulations that govern us.
What Information We Collect and Maintain
We may collect the following types of “nonpublic personal information” (“NPI”) about you:
● Information from our initial meeting or subsequent consultations about your identity, such as your name,
address, social security number, date of birth, and financial information;
● Information that we generate to service your financial needs; and
● Information that we may receive from third parties in connection with the services we provide you.
What Information We Disclose
We do not disclose the nonpublic personal information we collect about our customers to anyone except: (i) in
furtherance of our business relationship with them and then only to those persons necessary to effect the
transactions and provide the authorized services (such as broker-dealers, custodians, etc.); (ii) to persons assessing
our compliance with industry standards (e.g., professional licensing authorities, consultants, etc.); (iii) our
attorneys, accountants, and auditors; or (iv) as otherwise provided by law.
We are permitted by law to disclose the nonpublic personal information about you to governmental agencies and
other third parties in certain circumstances (such as third parties that perform administrative or marketing services
on our behalf or for joint marketing programs). These third parties are prohibited to use or share the information for
any other purpose. No mobile information will be shared with third parties/affiliates for marketing/promotional
purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not
be shared with any third parties
How We Protect Your Personal Information
Privacy has always been important to SFS. We restrict and limit access to client information only to those who need
to carry out their business functions. We safeguard client information by preventing its unauthorized access,
disclosure, or use. We maintain physical, electronic, and procedural safeguards to protect your confidential personal
information. Arrangements with companies or independent contractors not affiliated with SFS will be subject to
confidentiality agreements.
Former Clients
Even if we cease to provide you with financial services, our Privacy Policy will continue to apply to you, and we
will continue to treat your nonpublic information with strict confidentiality. We maintain all records regarding all
former clients for the retention period required by law.
Contact Us
Clients are encouraged to discuss any questions regarding privacy policies and procedures directly with Marta
Haydym-Silver, Chief Compliance Officer of SFS. Please contact Marta Haydym-Silver at (207)899-9626.
“Silver Accounting Service Inc. DBA Silver Financial Service (“SFS”) is a registered investment adviser offering advisory services in the State(s) of Maine. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by SFS in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of SFS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.”