Tully & Holland Newsletter
Join our mailing list to be notified of the latest transactions. Join now >>Transactions
A selection of recently completed transactions by Tully & Holland, Inc.see listings>>
Mergers
Tully & Holland works on behalf of the seller to evaluate, recommend, structure and close the transaction. more info >>Aquisitions
On behalf of the buyer, Tully & Holland conducts searches, negotiates and structures the transaction and follows through to closing. more info >>Private Placements
Tully & Holland is licensed to assist clients in raising equity and debt for expansion, acquisitions or recapitalizations.more info >>
Valuations
Tully & Holland provides valuation services to current and prospective clients. more info >>
Tully & Holland
60 William Street, Suite 100
Wellesley, MA 02481
781.239.2900
info@tullyandholland.com
60 William Street, Suite 100
Wellesley, MA 02481
781.239.2900
info@tullyandholland.com
| Member SIPC | Member FINRA |
Annual Privacy Policy Disclosure Statement
Privacy Policy
We recognize that your personal or account information is important to you. Tully & Holland, Inc. (“T&H”) has developed the following privacy standards regarding this information.
T&H does not sell your personal information.
T&H may use third party service providers for its internal purposes. Any third party service providers that T&H may use will be bound by obligations of confidentiality not to disclose the information provided by T&H about its customers and may not use this information for any purpose other than performing the particular service.
We use the e-mail address you provide to us to send account information and other important administrative information to you.
Disclosing information in other situations
Under certain circumstances, we may be required by law to disclose your personal information. T&H may also disclose personal information to protect its legal rights or to enforce our Customer Agreement. We may disclose certain Customer Information to credit bureaus and similar organizations, and otherwise when permitted by law. For example, this may include:
• A disclosure in connection with a subpoena or similar legal process;
• A fraud investigation;
• Recording of deeds of trust and mortgages in public records;
• An audit or examination.
Information Security
We are committed to preventing others from authorizing access to your customer information, and we maintain procedures and technology designed for this purpose. We take several steps to protect the customer information we have about you, including the following:
• We maintain physical, electronic and procedural safeguards to protect your information;
• We restrict access to information about you to those employees who need to know that information to provide you with the best possible products and services;
• We require outside companies and independent contractors to whom we provide customer information for marketing, servicing or processing purposes to enter into a confidentiality agreement that restricts the use of such information to be used for specific purposes as intended, and prohibits the independent use of such information;
• We update and test our technology on a regular basis in order to improve the protection of customer information;
• We have internal procedures that limit access to customer information to only those members who are considered “authorized” personnel.
If you have any questions about your personal or account information or about T&H privacy policies and practices, please feel free to contact us at (781) 239-2900.
Privacy Policy
We recognize that your personal or account information is important to you. Tully & Holland, Inc. (“T&H”) has developed the following privacy standards regarding this information.
T&H does not sell your personal information.
T&H may use third party service providers for its internal purposes. Any third party service providers that T&H may use will be bound by obligations of confidentiality not to disclose the information provided by T&H about its customers and may not use this information for any purpose other than performing the particular service.
We use the e-mail address you provide to us to send account information and other important administrative information to you.
Disclosing information in other situations
Under certain circumstances, we may be required by law to disclose your personal information. T&H may also disclose personal information to protect its legal rights or to enforce our Customer Agreement. We may disclose certain Customer Information to credit bureaus and similar organizations, and otherwise when permitted by law. For example, this may include:
• A disclosure in connection with a subpoena or similar legal process;
• A fraud investigation;
• Recording of deeds of trust and mortgages in public records;
• An audit or examination.
Information Security
We are committed to preventing others from authorizing access to your customer information, and we maintain procedures and technology designed for this purpose. We take several steps to protect the customer information we have about you, including the following:
• We maintain physical, electronic and procedural safeguards to protect your information;
• We restrict access to information about you to those employees who need to know that information to provide you with the best possible products and services;
• We require outside companies and independent contractors to whom we provide customer information for marketing, servicing or processing purposes to enter into a confidentiality agreement that restricts the use of such information to be used for specific purposes as intended, and prohibits the independent use of such information;
• We update and test our technology on a regular basis in order to improve the protection of customer information;
• We have internal procedures that limit access to customer information to only those members who are considered “authorized” personnel.
If you have any questions about your personal or account information or about T&H privacy policies and practices, please feel free to contact us at (781) 239-2900.
