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    Privacy Policy

    Privacy Policy

    We recognize the importance of personal privacy to our customers. We want you to understand how we gather, use, and safeguard information about you to provide you with our products and services. Our privacy principles have been adopted to maintain the security, integrity and confidentiality of your personal information.

    Keeping your personal information secure is one of our most important responsibilities. We value your trust and handle your personal information with care. Our employees access personal information about you when needed to maintain your accounts or otherwise meet your needs. We may also access personal information about you when considering a request from you for additional services or when exercising our rights under the law or any agreement with you.

    Information We Gather

    We collect non-public personal information about you from the following sources: Information we receive from you on applications or other forms; Information about your transactions with us, our affiliates or others; Information we receive from a consumer reporting agency; and When you access our web site, we use “cookies” in connection with managing the security of your password when you are using the site. Once you log off the web site, the cookie is no longer stored by us.

    How We Protect Your Information

    We restrict access to personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic and procedural safeguards that comply with federal and state regulations to guard your personal information.

    Information We Share

    We may disclose the following information to companies that perform marketing services on our behalf or to other financial institutions with whom we have joint marketing agreements:

    • Information we receive from you on applications or other forms, such as your name address and telephone number. We may disclose nonpublic personal information about you to the following types of third parties:
    • Financial companies, such as a credit card company.

    We may also disclose non-public personal information about you to non-affiliated third parties as permitted by law.

    Non-affiliated third parties and financial institutions that are under contract with us are required to maintain your personal information in confidence and not use such information for other purposes. If you decide to close your account(s) or are no longer an active customer, we will continue to treat your personal information as described in this notice, as amended from time to time.

    One important feature we use in Google Analytics that should be mentioned is the Remarketing Lists, which sets a third party cookie on visitors’ browsers in order to target them with Advertising on the Google Distributed Network. You can read more about the feature in the Google help center.

    Here are useful links if you would like to be removed from our Google Analytics tracking:

    • Opt-out of Google Analytics for Display Advertising and customize Google Display Network ads using the Ads Preferences Manager.
    • Google Analytics opt-out browser add-on.

    Corrections or Concerns

    If you believe any of your personal information maintained is incorrect, or if you have a privacy-related concern, please contact us.

    Updates

    From time to time, we may update or amend this notice and will notify you of those changes as required by law. You may view the most current version of this notice at any time by requesting a copy from any of our offices.

    • CVWA
      319-266-6507

    411 Viking Road, Suite A | Cedar Falls, IA 50613 | Fax 319-266-6601 | invest@cedarvalleywealth.com

    Fidelity Investments is an independent company, unaffiliated with The Heaton Hoppes Group, LLC dba Cedar Valley Wealth Advisors (Cedar Valley). Fidelity Investments is a service provider to Cedar Valley. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Cedar Valley and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 683422.2.0

    © 2025 Cedar Valley Wealth Advisors | Privacy Policy