Privacy Policy

Concannon Miller takes your privacy seriously. This policy covers how Concannon Miller treats personal information it collects and receives, including information related to your past use of Concannon Miller products or services. Personal information is information about you that is personally identifiable like your name, address, e-mail address, or phone number, and that is not otherwise publicly available.

This policy does not apply to the practices of companies that Concannon Miller does not own or control, or to people that Concannon Miller does not employ or manage. In addition, certain Concannon Miller associated companies have their own privacy statements.

Concannon Miller collects personal information when you register with Concannon Miller, when you use Concannon Miller products or services, and when you visit Concannon Miller pages or the pages of certain Concannon Miller partners. Concannon Miller may combine information about you that we have with information we obtain from business partners or other companies.

When you register we ask for personal information such as your name, e-mail address, ZIP code, etc. For some financial products and services we might also ask for your address, Social Security number, and information about your assets. When you register with Concannon Miller and sign in to our services, you are not anonymous to us.

Concannon Miller collects information about your transactions with us and with some of our business partners, including information about your use of services that we offer.

Concannon Miller automatically receives and records information on our server logs from your browser, including your IP address, Concannon Miller cookie information, and the page you request.

Concannon Miller uses information for the following general purposes: to customize the advertising and content you see, fulfill your requests for products and services, improve our services, contact you, conduct research, and provide anonymous reporting for internal and external clients.

Information Sharing and Disclosure

Concannon Miller does not rent, sell, or share personal information about you with other people or nonaffiliated companies except to provide products or services you’ve requested or when we have your permission.

We provide the information to trusted partners who work on behalf of or with Concannon Miller under confidentiality agreements. These companies may use your personal information to help Concannon Miller communicate with you about offers from Concannon Miller and our marketing partners. However, these companies do not have any independent right to share this information.

We respond to subpoenas, court orders, or legal process, or to establish or exercise our legal rights or defend against legal claims.

We believe it is necessary to share information in order to investigate, prevent, or take action regarding illegal activities, suspected fraud, situations involving potential threats to the physical safety of any person, violations of Concannon Miller’s terms of use, or as otherwise required by law.

We transfer information about you if Concannon Miller is acquired by or merged with another company. In this event, Concannon Miller will notify you before information about you is transferred and becomes subject to a different privacy policy.


Concannon Miller may set and access Concannon Miller cookies on your computer.

Concannon Miller lets other companies that show advertisements on some of our pages set and access their cookies on your computer. Other companies’ use of their cookies is subject to their own privacy policies, not this one. Advertisers or other companies do not have access to Concannon Miller’s cookies.

Concannon Miller uses web beacons to access Concannon Miller cookies inside and outside our network of websites and in connection with Concannon Miller products and services.

Your Ability to Edit and Delete Your Account Information and Preferences

You can edit your Concannon Miller Account Information at any time.

We reserve the right to send you certain communications relating to the Concannon Miller service, such as service announcements, administrative messages, and the Concannon Miller newsletter, that are considered part of your Concannon Miller account, without offering you the opportunity to opt out of receiving them.

You can delete your Concannon Miller account at anytime.

Confidentiality and Security

We limit access to personal information about you to employees who we believe reasonably need to come into contact with that information to provide products or services to you or in order to do their jobs.

Changes to this Privacy Policy

Concannon Miller may update this policy. We will notify you about significant changes in the way we treat personal information by sending a notice to the primary e-mail address specified in your Concannon Miller account or by placing a prominent notice on our site.