PRIVACY POLICY

At Ambrosi Donahue Congdon & Co., P.C., your privacy is important to us. While information is the cornerstone of our ability to offer excellent service, we recognize our most important asset is our customers’ trust. We are particularly concerned about the privacy of our individual customers who obtain financial products and services from us for personal, family, or household purposes. This notice provides you with our privacy policies and practices with respect to the disclosure of nonpublic information about you. Nonpublic personal information is defined as personally identifiable financial information that is not publicly available.

In providing you with financial products or services, we collect nonpublic personal information about you from the following sources:

• Information we receive from you on applications, tax returns, net worth statements, or other forms;

• Information about your transactions with us, our affiliates, or others;

• Information we receive from third parties such as banks and brokerages.

We may disclose nonpublic personal information about you to our affiliates. These affiliates include ADC, Inc., and other members of our corporate family. We may disclose to our affiliates all of the categories of information we collect as described above.

We may also disclose nonpublic personal information about you to nonaffiliated third parties as permitted by law. Under Massachusetts law, if you provide us with information which you identify as confidential pursuant to a professional engagement with us, we are not permitted to disclose that information without your consent, except in response to a court proceeding, to the Massachusetts Board of Public Accountancy, or in the course of quality reviews of our firm.

We restrict access to nonpublic 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 regulations to guard your nonpublic personal information.

Even if you are no longer a client of Ambrosi Donahue Congdon & Co., P.C., our Privacy Policy will continue to apply to you.

Contact us at cpa@adccpa.com

Ambrosi Donahue Congdon & Co P.C.
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