It is the policy of Cobblestone Capital Advisors, LLC not to disclose, nor has it reserved the right to disclose, nonpublic personal information about our clients to nonaffiliated third parties except as permitted by law.
Cobblestone Capital Advisors collects nonpublic personal information about you from information we receive from you on applications or other forms and information about your transactions with us or others.
All information provided by our clients is accessible only to employees of Cobblestone Capital Advisors who need to know that information to provide services to you. We also maintain electronic safeguards to protect your nonpublic personal information. If you decide to close your accounts(s) or become an inactive client, we will adhere to the privacy policies and practices as described in this notice.
If you have any questions regarding this notice, please do not hesitate to call us.
Tel. (585) 473-3333
Fax. (585) 473-1662