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Daniel W Polachek, CPA, CFP®, MBA, EA, CVA, PFS 1-413-584-5809 fax 1-413-585-5876
Trade and Wire Requests
It is the policy of Daniel W Polachek, P.C. to not accept any trade or money movement instructions via electronic means (e-mail, fax, voicemail). You must speak with a financial advisor directly to initiate these types of transactions.
I will avoid sending private information via e-mail. Internet e-mail is not secure. Please do not send confidential information such as social security or account numbers to us via e-mail. In instances where e-mail addresses are provided, they are provided for information inquiries of non-sensitive and non-confidential nature. Since an Internal e-mail response back to you would not be secure, we will not include confidential information in an e-mail response.
Securities offered through 1st Global Capital Corp., Member FINRA/SIPC Investment advisory services offered through 1st Global Advisors, Inc.
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Circular 230 Disclosure:
Pursuant to U.S. Treasury Department Regulations, we are now required to advise you that, unless otherwise expressly indicated, any federal tax advice contained in this communication, including attachments and enclosures, is neither intended nor may it be used for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein.