Schedule A Call

Home
About Us
Services
Resources
Media
Contact
Client Login
- Bolt Client Dashboard
- TD Ameritrade

Personal Information Form

Name

Email
Address

Message

Prohibit the sale of personal information

Request copies of personal information

Request deletion of personal information

Thank you! Oops!

Contact

Office: (614) 635-0102

Fax: (888) 488-7863

5701 North High Street

Suite 100

Worthington, OH 43085

shaun@boltfinancialgroup.com

Quick Links

Retirement Planning
Investment Management
Estate Planning
Insurance
Tax
Money
Financial Planning
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Bolt Financial Group, LLC will not disclose nonpublic, personal information about clients (and former clients) except as required by law and regulation. Provided it is necessary to affect, administer, or enforce certain transactions related to a client account, we may disclose such information to our clearing firms and other non-affiliated of securities products (such as third-party vendors of advisory services and issues of securities). We will not disclose or utilize private information for any purpose other than the purpose for which you originally disclosed the information to us. Since the Bolt Financial Group, LLC does not share personal client information other than for the purpose of servicing client accounts there is no option to limit sharing. 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.