Privacy Policy

TAM Financial is an independent firm, paid only by our clients to provide expert, objective advice. We are committed to safeguarding the confidential information of our clients and prospective clients. Your visit to our Web site is confidential. We do not collect information about you via electronic means during your visit to our site.

If you contact TAM Financial, we hold all personal information provided to our firm in the strictest confidence. We will not contact you in the future except with your authorization.

If you become a client, confidential records include all personal information that we collect from you or receive from other firms in connection with our services. We maintain physical and procedural safeguards to protect your nonpublic personal information.

We do not disclose any nonpublic personal information about our clients to anyone, except as required by law or as necessary to provide our services to you. State securities regulators may review our company records and your personal records as permitted by law. On occasion we may need to discuss issues with other professionals that are employed by you, such as your accountant, attorney or former brokers or investment firms. We will ask your permission before we do this.

Contact Details

TAM Financial Advisors
1441 Pleasant Lake Road
Annapolis, MD 21409
Phone: 410-349-4484
Fax: 410-349-4480


All information contained herein is for informational purposes only and does not constitute a solicitation or offer to provide financial advice or investment advisory services.  Read more >

Account Access

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