Rev. 08/2026
FACTS
Why?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What?
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
- Social Security number and income
- account balances and transaction history
- investment experience and account transactions
When you are no longer our customer, we continue to share your information as described in this notice.
How?
All financial companies need to share customer’s personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customer’s personal information; the reasons Langan Financial Group chooses to share; and whether you can limit this sharing.
| Reasons we can share your personal information | Does Langan Financial Group share? | Can you limit this sharing? |
|---|---|---|
| For our everyday business purposes—such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus | Yes | No |
| For our marketing purposes—to offer our products and services to you | Yes | No |
| For joint marketing with other financial companies | No | We don’t share |
| For our affiliates’ everyday business purposes—information about your transactions and experiences | No | We don’t share |
| For our affiliates’ everyday business purposes—information about your creditworthiness | No | We don’t share |
| For non-affiliates to market to you | No | We don’t share |
Questions?
Call 717-288-1880 or go to www.langanfinancialgroup.com
Who we are
Who is providing this notice?
Langan Financial Group LLC
What we do
How does Langan Financial Group protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does Langan Financial Group collect my personal information?
We collect your personal information, for example, when you
- open an account or give us your income information
- tell us about your portfolio or deposit money
- enter into an investment advisory contract
Why can’t I limit all sharing?
Federal law gives you the right to limit only
- sharing for affiliates’ everyday business purposes—information about your creditworthiness
- affiliates from using your information to market to you
- sharing for non-affiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
Definitions
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies.
- Langan Financial Group does not share information with affiliates for marketing purposes.
Non-affiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
- Langan Financial Group does not share with non-affiliates so they can market to you.
Joint marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
- Langan Financial Group does not jointly market.
Other important information
70143211.2
This article is for educational purposes only and is not investment, tax, or legal advice. Investing involves risk, including the possible loss of principal. Consult a qualified professional about your own situation.
