Disclaimer / Privacy Policy

This website is designed to provide an overview of information about Coast to Coast Compliance and its service offerings.  The content contained in these website pages is provided for informational use only and is not intended to be, nor is not a substitute for professional financial, tax or legal advice.  All contents of this website, including the graphics, text, overall appearance of the website, and any other data are licensed or owned by Coast to Coast Compliance. The posting of the contents of this website does not constitute a waiver of any of Coast to Coast Compliance’s or any other party’s proprietary rights in the content, including but not limited to, copyrights, trademarks, service marks, patents, and other intellectual property. 

Any references on this website, or links to or from this website, to other websites not owned by Coast to Coast Compliance are provided for convenience only.  Such links do not constitute an offer to sell, or the solicitation of an offer to buy, any products or services offered by such other entities, nor do such links constitute any endorsement, referral or other recommendation of any kind.  Coast to Coast Compliance expressly disclaims any responsibility for the content of such websites, the accuracy of the information on such websites and/or the quality of products or services provided by the organizations that maintain them.  We have no control over and assume no responsibility for the content, privacy policies or practices of any third-party sites or services.  If you click on a third-party link, you will be directed to that third party’s site. We strongly advise you to review the privacy policies and practices of every site you visit.

Coast to Coast Compliance will not disclose documents provided through the course of its client engagements to any third party except under order of law.  Coast to Coast Compliance recognizes the sensitive and highly confidential information which it is being retained to review and will protect this information with the utmost care and diligence. Coast to Coast Compliance will not disclose information provided through the course of the investment adviser and broker-dealer intake forms on this website. Coast to Coast Compliance recognizes the sensitive and highly confidential information submitted through intake and contact forms and will protect this information with the utmost care and diligence.