Allegheny Financial Group, Ltd. and Allegheny Investments, Ltd. are committed to safeguarding the confidential information of our clients. We hold all personal information provided to us in the strictest confidence. These records include all personal information we collect from you in connection with any of the services provided by Allegheny Financial Group, Ltd. or Allegheny Investments, Ltd. We do not sell customer information to anyone. We do not disclose information to nonaffiliated third parties, except as permitted by law, and we do not anticipate doing so in the future. We use health and financial information that you provide to us to help complete a service or transaction, which you have requested, and for no other purposes.

We limit employee and agent access to information only to those who have a business or professional reason for knowing. Federal regulations permit us to share a limited amount of information about you in order to execute securities transactions or process an insurance application on your behalf or so that our firm can discuss your financial situation with your accountant or lawyer.

We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk.

The types of nonpublic personal information that we may collect from a client depend on the nature of the client engagement. It may include information about your personal finances, information about your health to the extent that it is needed for the planning process or for insurance issuance purposes, information about transactions between you and third parties, and information from consumer reporting agencies.

For unaffiliated third parties that require access to your personal information, including financial service companies, insurance companies, consultants, and auditors, we also require strict confidentiality in our agreements with them and expect them to keep this information private. Federal and state regulators also may review firm records as permitted by law.

We do not provide your personally identifiable information to mailing list vendors or solicitors for any purpose.

Personally identifiable information about you will be maintained during the time you are a client and for the time thereafter that such records are required to be maintained by federal and state securities laws. After such required time, all information will be destroyed.

If your account information is ever inaccurate, incomplete, or in need of updating, please contact us at the telephone number on your account statement, trade confirmation or other Allegheny documentation, write to us, or visit our office and we'll update your information. If you have any questions, or feel that we have not handled information about you properly, you may always contact Allegheny's Compliance Department and we will research and respond to your inquiry.