Overview

This Privacy Policy describes how Dafanie Financial Group, LLC (“we,” “us,” or “our”) collects, uses, and shares information when you visit this website or contact us. By using the site, you agree to the practices described below.

Information we collect

What you provide and what we collect automatically

Information you provide: details you submit through forms or communications (for example, name, company, email, phone number, number of employees, and your message).

Information collected automatically: limited technical data such as IP address, browser type, device information, pages viewed, and approximate location derived from IP address. This data helps us understand site performance and improve the experience.

Office desk with laptop and documents representing business communications
How we use information

Purpose-limited, business-focused use

We use information to respond to inquiries, provide requested services, and operate our website. We do not sell your personal information.

Respond & support

To answer questions, schedule consultations, and provide ongoing service support.

Operate & improve

To maintain site security, measure performance, and improve content and usability.

Sharing, cookies, and your choices

How information may be shared

We may share information with service providers who help us operate the website or communicate with you (for example, website hosting, analytics, and email services). These providers are permitted to use information only to perform services for us.


We may also disclose information if required to comply with applicable law, respond to lawful requests, protect our rights, or prevent fraud or security issues.

We use reasonable safeguards designed to protect information, but no method of transmission or storage is 100% secure.

Dafanie Financial Group, LLC

Cookies & analytics: We may use cookies or similar technologies to remember preferences and understand how visitors use the site. You can control cookies through your browser settings; disabling cookies may affect site functionality.

Your choices: You may request access, correction, or deletion of information you’ve provided by contacting us using the details below. We will respond consistent with applicable law and business needs.

If you have questions about this Privacy Policy or how we handle information, reach out and we’ll respond promptly.

Request a Free Consultation

203-536-2069

Dafanie Financial Group, LLC
201 Commons Park South Suite 405
Stamford, CT 06902