The information provided by DONLEVY-ROSEN & ROSEN, P.A. at this site is not legal advice. You should not make decisions or order your affairs based upon the legal information provided at this site. The information may not be applicable to you. The World Wide Web makes this site available to people all over the world and the legal information provided is not applicable all over the world. Also, the law sometimes changes rapidly, and it is possible that legal information on this site could be out of date.
Before you put this or any other legal information to use, you should consult with a lawyer who can evaluate the facts of your situation and the law applicable to your situation and advise you on the proper course of action to take based upon that evaluation.
The hiring of a lawyer is an important decision that should not be based solely upon advertisements. Before you decide, ask us to send you free written information about our qualifications and experience.
Attorneys who provide personal financial services (including tax advice) are now required by law to inform their clients of their policies regarding privacy of client information. Attorneys have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.
Types of Nonpublic Personal Information We Collect
We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.
Parties to Whom We Disclose Information
For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include providing information to and among firm principals Howard Rosen and Patricia Donlevy-Rosen (only), and in limited situations with your prior verbal or written authorization, to unrelated third 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.
Protecting the Confidentiality and Security of Current and Former Clients' 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.
Please call 305-447-0061 if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.