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TOP WEALTH MANAGEMENT ADVISOR
FINANCIAL ADVISOR MAGAZINE - JULY 2016 (10th Year)
 
TOP CPA WEALTH PROVIDER
Accounting Today Magazine - JULY 2016 (8th Year)
 
FIVE STAR WEALTH MANAGER
2014 CONNECTICUT MAGAZINE

TOP FIRMS BY AUM WEALTH MAGNETS
Accounting Today Magazine - August 2014
   
TOP REGISTERED INVESTMENT ADVISORY FIRM
Investment News
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December 2013

  
 
 
 
 
   

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703 Hebron Avenue, 3rd Floor
Glastonbury, CT   06033
Phone 860 734 1090    Fax 860 734 1095
info@MarkSheptoff.com

Privacy Protection - Social Security Numbers
 
Policy:  Mark Sheptoff Financial Planning, LLC provides reasonable efforts to protect the confidentiality of the personal information it processes that can be associated with an individual such as the Social Security numbers that we collect in the course of doing business.  It is the responsibility of all members of the Mark Sheptoff Financial Planning LLC workforce to ensure compliance with these requirements.
 
Purpose:  To protect the confidentiality of Social Security numbers by prohibiting unlawful disclosures and limiting access to numbers obtained.
 
Procedure/s:
In the course of doing business Mark Sheptoff Financial Planning, LLC may collect certain personal information, including Social Security numbers.  Mark Sheptoff Financial Planning, LLC protects the confidentiality of the Social Security numbers it obtains by:
1.       Limiting access to the Social Security numbers collected:
2.       Prohibiting unlawful disclosure of the Social Security numbers collected; and
3.       Destroying and providing secure disposal of any document, computer file or other data containing a Social Security number.

 

Mark Sheptoff Financial Planning, LLC is a registered investment advisor with the State of Connecticut and with the NASD. Mark Sheptoff is the managing member of Mark Sheptoff Financial Planning, LLC and may serve clients in Connecticut and other states. A copy of the disclosure form (ADV parts I and II) is available upon request. This form contains complete information on the services offered, the fee schedules and the background of Mr. Sheptoff. The purpose of this site is to provide general information and is not intended to render specific investment of financial planning advice. For specific recommendations for your planning needs please consult your advisor, accountant, or attorney.

2017 Mark Sheptoff Financial Planning, LLC. All rights reserved.