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Effective October 3, 2015:

Gramm–Leach–Bliley Act requires financial institutions (companies that offer consumers financial products or services like loans, financial or investment advice or insurance) to explain its information sharing practices and to safeguard sensitive information. Sergio & Associates is compliant with the requirements of this Act. As a result, required measures have been taken to protect confidential and Non-Public Personal Information, known as “NPI”, in our possession.

Typical information possessed by a closing attorney and title insurance agent include, but are not limited to, the following:

-Birth date

-Social Security Number

-Driver’s License

-Employment Information

-Credit Information

-Mortgage Account Information

In the course of providing real estate settlement services, Sergio & Associates, P.C. is frequently required to share NPI with third parties, strictly on a “need to know” basis, including, but not limited to mortgage lenders, homeowners associations, and management companies to obtain payoffs. In no event does Sergio & Associates, P.C. sell or share NPI or clients lists.

Sergio & Associates, P.C. follows strict hiring policies along with privacy policies regarding the procedures to be following by employees to protect electronic and written data and the storage, retention, and destruction thereof.

This website contains links to external websites. The inclusion of a link to an external website does not imply our endorsement of the external website or the products/services offered at the external website. If you link to an external website, any information you reveal on that external website is not subject to this data privacy statement. This data privacy statement applies solely to information collected by this website.

For matters concerning NPI, please feel free to contact David J. Sergio or