For consultation call: (908) 241-6100
 

Privacy Policy

Your privacy is important to us.
We are committed to your privacy and retaining your trust. We respect your right to keep your personal information confidential and to avoid unwanted solicitations. We want you to understand what information we collect and how we use it.

Types of information we collect.
We collect nonpublic personal information about you that is provided by you, or obtained by us with your authorization, in connection with providing tax and financial services to you.

Parties to whom we disclose information.
For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to assist us in providing services to you, such as obtaining a bank loan or mortgage. In all situations, we stress the confidential nature of information being shared.

Confidentiality and security of nonpublic personal information.
We retain records relating to professional services that we provide so that we are able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

If you have any questions regarding this policy, please feel free to discuss it with us, because your confidence in our ability to provide you with quality services and our professional ethics is very important to us.

 

1093 Raritan Road, 2nd floor, Clark, New Jersey 07066 United States

Registered to sell Securities in the following state(s): AZ, CA, CT, DE, GA, FL, IN, KY, MA, MD, NJ, NY, NC, OR, PA, SC

Licensed to sell Insurance in the following state(s): New Jersey & New York

CPA, tax and consulting services offered by The Koenig Group, LLC. Securities and Investment Advisory Services offered through Calton & Associates, Inc., Member FINRA/SIPC. The Koenig Group, LLC and Calton & Associates, Inc. are separate entities.  RMR Wealth Builders, ICutnc. and Calton & Associates, Inc. are separate entities.

OSJ: 500 Glen Point Centre West, Teaneck, New Jersey 07666

Robert Russo, Registered Representative

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