Grandfield&Dodd,LLC

Investment Counsel

Privacy Policy

G&D is responsible for protecting the security and confidentiality of non-public personal information about current and former clients. Therefore, it has been G&D’s long-standing policy to prohibit our personnel from sharing the identity or non-public information of current or former clients with any third party, except when such sharing is:

  • necessary to provide services the client has requested or authorized;
  • necessary to maintain or service the client’s account; or
  • required by regulatory or law enforcement authorities.

In addition, G&D has adopted an Information Security Program designed to ensure the security and confidentiality of non-public personal information maintained by the firm and to protect this information against potential security threats, hazards, and unauthorized access or use. G&D’s Information Security Program employs a range of physical, electronic, and procedural safeguards.

SMS Terms & Conditions

SMS opt-in consent or phone numbers collected for SMS purposes will NOT be shared with third parties or affiliates for marketing or any other purposes.

By subscribing to our SMS service, you agree to receive text messages from G&D personnel for conversational purposes only. We do not conduct business via our SMS service and we will never send unsolicited text messages containing but not limited to business updates, offers, or promotions.

We do not charge any fees for use of our SMS service. However, standard message and data rates may apply based on the terms and conditions defined by your cellular service.

To opt-in, simply text “START” to the SMS number of the G&D representative you’re meaning to reach. To opt-out, or request help regarding our SMS service, text “STOP” or “HELP” respectively at any time in any SMS conversation you have with a G&D representative.