FACTS |
What Does Barrett Financial Group, L.L.C. Do With Your Personal Information? |
|---|---|
| Why? | Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also required us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do. |
| What? | The types of personal information we collect and share depend on the product or service you have with us. This information can include:
Social Security Number and Income account balances and payment history credit history and credit scores. When you are no longer our customer, we continue to share your information as described in this notice. |
| How? | All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Barrett Financial Group, L.L.C. chooses to share; and whether you can limit this sharing. |
Reasons we can share your personal information |
Does Barrett Financial Group, L.L.C. share? |
Can you limit this sharing? |
|---|---|---|
| For our everyday business purposes — such as to process your transactions, maintain your account(s), responds to court orders and legal investigations, or report to credit bureaus |
Yes | No |
| For our marketing purposes — to offer our products and services to you |
No | We Don’t Share |
| For joint marketing with other financial companies | No | We Don’t Share |
| For our affiliates’ everyday business purposes - information about your transactions and experiences | No | We Don’t Share |
| For our affiliates’ everyday business purposes - information about your creditworthiness | No | We Don’t Share |
| For our affiliates to market to you | No | We Don’t Share |
| For nonaffiliates to market to you | No | We Don’t Share |
Who we are
| Questions? | Call 480-459-4500 or go to www.barrettfinancial.com |
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What we do
| Who is providing this notice? | Barrett Financial-Group, L.L.C. |
| How does Barrett Financial Group, L.L.C. protect my personal information? | To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. |
| How does Barrett Financial Group, L.L.C. We collect your personal information, for example, when you collect my personal information? | We collect your personal information, for example, when you
We also collect your personal information from others, such as credit bureaus, affiliates, or other companies. |
| Why I cannot limit all sharing? | Federal law gives you the right to limit only
State Laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law. |
Definitions Affiliates
| Affiliates | Companies related by common ownership or control. They can be financial and nonfinancial companies. Barrett Financial Group, L.L.C. has no affiliates. |
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| Non affiliates | Companies not related by common ownership or control. They can be financial and nonfinancial companies. Barrett Financial Group, L.L.C. does not share with nonaffiliates so they can market to you. |
| Joint marketing | A formal agreement between nonaffiliated financial companies that together market financial products or services to you. Barrett Financial Group, LLC. doesn’t jointly market. |
SMS Communication Policy
By providing your phone number, you consent to receive SMS communications from Steller Lending Team of Barrett Financial Group, LLC, a mortgage brokerage. These messages may include updates on mortgage rates, loan offers, and other relevant information about our mortgage services.
You may receive SMS communications related to referral partnerships, potential mortgage leads, or updates for past clients.
To opt out of receiving these messages at any time, simply reply “STOP” to any SMS you receive from us. For assistance or more information, reply “HELP” to any message or contact us at 844-749-7126
For details on how we protect and handle your personal information, please review our Privacy Policy.
