Privacy Policy

Roble Belko & Company considers the privacy of its customers or former customers to be a matter of the utmost importance. We believe that any personal customer data provided to us should be treated with the highest level of regard for the confidentiality of personal and financial information.

This Privacy Policy is provided to customers to outline our current policies and practices with regard to how information about individual customers is collected and used. We will send customers an updated Privacy Policy each year.

Personal Information

We collect non-public, personal information provided on forms and applications, and through electronic media for some individual customers. We also collect information about your transactions with us and others.

Non-public, personal information may include names, addresses, phone numbers, Social Security numbers, and other account information.

We will not sell your personal information, nor will we give or share your personal information with any unaffiliated third party unless required by certain regulatory agencies, such as the Securities and Exchange Commission. Other entities, such as the Internal Revenue Service, legally may require us to provide them with customer information.

Information Sharing

In order to improve upon the products and services we provide, Roble, Belko & Company may disclose all of the information we collect, as described in “Personal Information”, to companies that perform client related services on our behalf. Any customer information used for these purposes will be kept to the highest possible level of confidentiality.

Employee Access to Information

Individual customer information is only made available to those Roble, Belko & Company employees who need access in order to provide products and services to you.


Roble Belko & Company maintains physical, electronic and procedural safeguards that comply with federal standards to guard customer information.

For More Information

If you have any questions or concerns about the privacy of customer information at Roble, Belko & Company, please contact us at (724) 935-4990, Monday through Friday, between the hours of 9:00 pm and 5:00 pm Eastern Time.

This policy is effective April 1, 2015.