Effective Date: January 1, 2026
Ross Financial Group ("the Firm") is committed to safeguarding the confidential information of its clients. This Privacy Policy details the types of information we collect, how we use it, and the steps we take to protect your personal and financial data.
We collect non-public personal information about you from the following sources: information we receive from you on applications or other forms, information about your transactions with us, our affiliates, or others, and information we may receive from a consumer reporting agency.
The information we collect is used to provide you with the financial services you have requested, to process transactions on your behalf, to maintain your accounts, and to comply with legal and regulatory requirements. We do not sell your personal information to third parties.
We may share your non-public personal information with non-affiliated third parties only as necessary to provide services to you (e.g., custodians, clearing firms, external auditors) or as permitted or required by law.
We restrict access to non-public personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your non-public personal information.
If you have any questions regarding our Privacy Policy, please contact us at info@rossfinancialgroup.net or 801-722-9401.