In today's hyper-connected world, the privacy of your personal information is an important consideration. We sincerely thank you for being diligent about this topic.
Our philosophy on privacy, in plain English:
- The nature of our business — providing advice — requires us to create mutual trust with our clients. That means we need to value and maintain the trust you put in us, above all else.
- The only reason we collect and use your personal information is in order to provide the financial services you require of us. This can mean a variety of things, from providing you with our weekly newsletter, to giving advice, to actively managing your portfolio. You decide how much or how little of that happens at any time through further agreements you would sign with us after becoming a client.
- We have internal safeguards — both technical and human policies — to prevent your data from leaving our offices for any other reason. We will never sell or provide your personal information to marketers.
- For your protection, please do not send confidential information through standard email. Please use our secure area, available from the Login page, if you wish to communicate sensitive information such as passwords and account numbers.
- If you have specific questions regarding our privacy practices, we encourage you to contact us by phone or email.
IRS Circular 230 Disclosure: Pursuant to requirements imposed by the Internal Revenue Service, any tax advice contained in this communication (including any attachments) is not intended to be used, and cannot be used, for purposes of avoiding penalties imposed under the United States Internal Revenue Code or promoting, marketing or recommending to another person any tax-related matter. Please contact us if you wish to have formal written advice on this matter.
ADV & Investment Objectives: Please contact The Dowling Group if there are any changes in your financial situation or investment objectives, or if you wish to impose, add or modify any reasonable restrictions to the management of your account. Our current disclosure statement is set forth on Part II of Form ADV and is available for your review upon request.
About the CPA mark
Certified Public Accountant (CPA) is the statutory title of qualified accountants in the United States who have passed the Uniform Certified Public Accountant Examination and have met additional state education and experience requirements for certification as a CPA. In order to become a U.S. CPA, the candidate must sit for and pass the Uniform Certified Public Accountant Examination (Uniform CPA Exam), which is set by the American Institute of Certified Public Accountants and administered by the National Association of State Boards of Accountancy. The first law establishing the CPA designation was passed in New York on April 17, 1896.
About the CFP mark
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
About the Enrolled Agent Designation
The Enrolled Agent profession dates back to 1884 when, after questionable claims had been presented for Civil War losses, Congress acted to regulate persons who represented citizens in their dealings with the U.S. Treasury Department. An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.
REALTOR® and the REALTOR® logo are trademarks of the National Association of Realtors. Other logos not listed here are trademarks of their respective owners.
Since 1979, Greenwich families have trusted us with their finances. We'd like to earn your trust.Let's Talk