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Employee Benefits Wealth Management Insurance Services
Located in Cincinnati, Ohio, yet serving the entire region for 60 years, HORAN designs employee benefit programs and delivers
insurance and investment products custom tailored to meet each client’s needs.
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For companies, we design benefit programs to achieve cost containment and employee satisfaction.
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For individuals, we manage investments and insurance for wealth accumulation and eventual transfer to family.
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As a full-service insurance and financial services firm acting as a trusted advisor for both individuals and companies, HORAN’s
qualified staff represents more than 500 companies and 170,000 individuals.
/ This notice describes how personal health information about you may be used and disclosed and how you can get access to this
information.
Horan Securities, Inc.'s Privacy Policy
Horan Associates, Inc.'s Privacy Policy
We value the trust that you, our client, have placed with Horan Securities, Inc.and/or Horan Associates, Inc. Legislation
requires that we provide all existing customers with this privacy notice once each year. In accordance with that law, we want
to share with you our policy regarding nonpublic personal information we receive about individuals who are our current customers
or potential customers.
We may collect personal financial information from you such as net worth, annual income, and marginal income tax bracket.
We may also collect personal health information such as medical history. We only disclose personal health information with
your prior written authorization or as otherwise permitted or required by law. In the remainder of this notice, references
to nonpublic personal information exclude all personal health information.
We collect nonpublic personal information from the following sources:
Information we receive from you on applications or other forms such as your name, address, social security number, assets
and income. Information about your transactions with third parties such as mutual fund companies and annuity companies for
which we serve as your representative or agent of record.
Information we receive or obtain during your visits to our website.
We may disclose nonpublic information that we collect about you to the following types of third parties: Financial service
providers such as mutual fund companies, life insurance and annuity companies. Third parties that support our services such
as printing companies and technology system vendors. Third parties that conduct audit services for our operations. Law enforcement
and regulatory agencies as required by law. Employers, plan sponsors, third party administrators or any other association
with regard to any group product serviced by us.
We will only disclose information in limited circumstances as permitted by law. We maintain physical, electronic and procedural
safeguards that comply with applicable law to guard your nonpublic personal information.
We do not sell any of your information under any circumstance.
If you prefer that we not disclose nonpublic personal information about you to nonaffiliated third parties, you may opt out
of those disclosures (other than those disclosures permitted by law). To exercise your right to opt out of disclosure of your
nonpublic personal information, please notify us in writing at: Horan Securities, Inc. Horan Associates, Inc., 4990 East Galbraith Road, Suite 102, Cincinnati, Ohio 45236.
If you have any questions about our privacy policy, please contact us at: Horan Securities, Inc. Horan Associates, Inc. 4990
East Galbraith Road, Suite 102 Cincinnati, OH 45236 513-745-0707 or 800-544-8306
Please Note: The information in this website is published in the United States exclusively for U.S. residents of those states
in which Horan Securities, Inc. and its investment representatives are properly registered. For information on services available
in your area, please contact us at 513-745-0707 or 1-800-544-8306
Horan Securities Inc.'s Business Continuity Plan
Horan Securities, Inc. is a registered investment advisor in the states of OH, IN, KY, and MI and broker/dealer in the following
states, AZ, CA, CO, FL, IL, IN, KY, MD, MA , MI, MN, MO, NY, OH, OR, PA VA, and WI. Horan Securities, Inc. may only transact
business or render personalized investment advice in those states and international jurisdictions where we are registered/filed
notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution
on products and services. Any communications with prospective clients residing in states or international jurisdictions where
Horan Securities, Inc. and its advisory affiliates or registered representatives are not registered or licensed shall be limited
so as not to trigger registration or licensing requirements.
Horan Securities, Inc. doing business since 1996
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