Centra Financial Services, LLC Privacy Policy Statement

Centra Financial Services, LLC is committed to making financial products and services available that will enable you to meet your financial needs and help you reach your financial goals. Protecting personal information and using it in a manner consistent with your expectations is a high priority for Centra Financial Services, LLC.

Security Standards
We restrict access to your non-public account or personal information to our authorized employees who are trained in the proper handling of customer information. We maintain physical, electronic and procedural safeguards to ensure compliance with federal standards that are intended to safeguard your non-public personal information.

Information Collected
In the course of providing services to our customers, we collect, retain and use personal financial information about you. For example, we may receive non-public personal information about you, such as your name, address, and telephone number, from our parent credit union or directly from you when you complete applications or forms for the various products or services that we offer.

Information Provided to Third Parties
Under no circumstance do we provide account or personal information of our customers to other companies for the purpose of independent telemarketing or direct mail marketing. We may, however, from time to time carefully select business partners to provide you with specialized services, including investment and insurance services and products, vehicle service agreements or electronic tax filing services.

Although these companies are not affiliated with us, we work closely with them in meeting your financial needs. If appropriate, we may disclose to these companies information, such as your name, address, and telephone number that we receive from our parent credit union or from you on applications or other forms that you complete. Our business partners must agree to strictly safeguard the confidentiality of this information that we provide to them, and are not allowed to disclose this information to anyone else without permission. If you would prefer to not receive product information from these companies, please let us know by calling (800) 232-3642.

We may also disclose certain non-public information of our customers to third parties when you request or authorize us to do so or when required by law.

In each case where we release non-public information to a third-party company, we require the company that receives the information to agree to safeguard the information and use it only for authorized purposes.