Privacy Policy

Your financial and personal privacy is important to us. We are committed to maintaining the confidentiality of your personal information, while still being able to provide you with professional services. Below is the way that we deal with your personal information in keeping with the professional standards of confidentiality of our profession.

SOURCES OF NONPUBLIC PERSONAL INFORMATION WE COLLECT

We collect nonpublic personal information about you that is provided to us by you directly or indirectly:

· In writing via regular mail, email or over the Internet.

· Verbally via the phone or personal conferences.

· From third parties, with your authorization.

· From transactions with our affiliates or us.

PARTIES TO WHOM WE DISCLOSE INFORMATION

We do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law.

Permitted disclosure of your nonpublic personal information is restricted to employees and other parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared and that they are bound either by our professional standards of confidentiality or nondisclosure agreements where applicable.

PROTECTING THE CONFIDENTIALITY AND SECURITY OF NONPUBLIC INFORMATION

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us. Please contact us if you have any questions or concerns about the confidentiality of your information.

COOKIES

Cookies are small text files that are sent by the website to your browser and then stored by your browser on your computer. Information collected via cookies is used for statistical reporting. If you are a repeat visitor to our website or have completed a form, cookies may enable the website to improve your experience.

You can manage the cookie settings of your browser. 

In addition, most advertising networks offer you a way to opt out of targeted advertising. If you would like more information, please visit http://www.aboutads.info/choices/ or http://www.youronlinechoices.com.

REMOVE MY INFORMATION

You may request to remove your information from our Marketing System. Please email shannon@dalyandcompany.com

ADDITIONAL INFORMATION

If you have any questions about our privacy policy, please email shannon@dalyandcompany.com.

DISCLAIMER

Professional advice contained in or accompanying this document, unless otherwise specifically stated, is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter that is contained in or accompanying this document. In addition, unless otherwise specifically stated, any advice provided shall not be deemed a formal tax opinion upon which the addressee can rely.