Formerly Niehoff & Associates. New Name. Same People. Same Values. Same Commitment.

Niehoff and Associates

855-643-4633

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    • Home
    • We Have a New Name!
    • Our Team
    • Services
    • Seminars
    • Client Events & Gallery
    • Serving The Community
    • Testimonials
    • Contact Us
    • Privacy Policy
Niehoff and Associates

855-643-4633

  • Home
  • We Have a New Name!
  • Our Team
  • Services
  • Seminars
  • Client Events & Gallery
  • Serving The Community
  • Testimonials
  • Contact Us
  • Privacy Policy

Privacy Policy

Effective Date: July 17, 2026


At TD Financial, protecting your privacy is one of our highest priorities. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit https://niehoffandassociates.com, communicate with us, attend one of our educational events, or become a client.

By using our website or providing your information to us, you agree to the practices described in this Privacy Policy.


Information We Collect:


Depending on how you interact with us, we may collect information including:

  • Name 
  • Email address 
  • Telephone number 
  • Mailing address 
  • Date of birth 
  • Retirement goals and financial information voluntarily provided by you 
  • Information submitted through website forms 
  • Seminar or event registrations 
  • Appointment requests 
  • Communications with our office 

We also automatically collect certain technical information such as:

  • IP address 
  • Browser type 
  • Device information 
  • Pages visited 
  • Referring website 
  • Date and time of your visit 

This information helps us improve our website and better serve our visitors.


How We Use Your Information:


We use your information to:

  • Respond to inquiries 
  • Schedule appointments 
  • Register you for seminars or educational events 
  • Provide retirement planning and insurance services 
  • Communicate regarding your accounts or requested services 
  • Improve our website and customer experience 
  • Comply with legal and regulatory obligations 

We only collect information necessary to provide our services.


Sharing Your Information:


TD Financial does not sell, rent, or trade your personal information to third parties.

We may share information only when necessary with trusted service providers who assist us in operating our business, including:

  • Technology providers 
  • Website hosting companies 
  • Appointment scheduling platforms 
  • Email service providers 
  • Insurance carriers involved in products you request 

These providers are contractually obligated to protect your information and use it only for providing services on our behalf.

We may also disclose information when required by law or to protect our legal rights.


Cookies and Analytics:


Our website uses cookies and similar technologies to improve functionality and analyze website traffic.

Cookies may remember preferences and help us understand how visitors use our website.

You may disable cookies through your browser settings, although doing so may affect certain website functionality.


Data Security:


We maintain administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction.

Although no method of electronic transmission is completely secure, we continually work to protect your information using industry-standard security practices.


Your Choices:


You may contact us at any time to:

  • Request access to your information 
  • Correct inaccurate information 
  • Request deletion where legally permitted 
  • Update your communication preferences 

Certain records may be retained as required by insurance regulations, financial regulations, or other applicable laws.


Email Communications:


If you provide your email address, we may send you:

  • Appointment confirmations 
  • Educational information 
  • Client service updates 
  • Seminar invitations 
  • News and announcements 

You may unsubscribe from marketing emails at any time using the unsubscribe link included in our emails or by contacting our office directly.


SMS Communications:


If you voluntarily provide your mobile phone number and consent to receive text messages, TD Financial may send SMS messages including:

  • Appointment reminders 
  • Appointment confirmations 
  • Seminar and event reminders 
  • Client account notifications 
  • Customer service communications 
  • Follow-up regarding services you have requested 

Message frequency may vary.

Message and data rates may apply.

You may opt out of SMS messages at any time by replying STOP to any message.

For assistance, reply HELP, call (513) 918-4175, or visit https://niehoffandassociates.com.

SMS consent is not shared with third parties or affiliates for marketing purposes.


Children's Privacy:


Our website is intended for adults seeking retirement and insurance planning services.

We do not knowingly collect personal information from children under the age of 13.


Third-Party Websites:


Our website may contain links to third-party websites.

We are not responsible for the privacy practices or content of those sites.


Changes to this Policy:


We may update this Privacy Policy from time to time.

Any revisions will be posted on this page with an updated Effective Date.

Continued use of our website constitutes acceptance of the revised Privacy Policy.


SMS Terms & Conditions:


By submitting your mobile phone number through our website, appointment forms, seminar registrations, or other communications, you consent to receive SMS text messages from TD Financial.

Messages may include:

  • Appointment reminders 
  • Appointment confirmations 
  • Seminar reminders 
  • Client account notifications 
  • Customer care messages 
  • Follow-up communications related to services you have requested 

Message frequency may vary.

Message and data rates may apply.

Reply STOP at any time to opt out.

Reply HELP for assistance.

Your mobile information and SMS consent will not be sold, rented, or shared with third parties or affiliates for marketing purposes.

By opting into SMS communications, you acknowledge that you have reviewed this Privacy Policy and agree to receive text messages from TD Financial.


Contact Us:


TD Financial

Tamara Niehoff, Founder and CEO

3706 Harrison Avenue

Cincinnati, Ohio 45211

Phone: (513) 918-4175

Email: tamara.niehoff@niehoffandassociates.com

Website: https://niehoffandassociates.com

TD Financial, an Anchor Financial Group Company

3706 Harrison Ave, Cincinnati, OH 45211, US

855.643.4633

Copyright © 2018 TD Financial, Established as Niehoff & Associates - All Rights Reserved.

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