Broker Check

Our Privacy Policy

WHAT DOES BARKER FINANCIAL GROUP, INC. DO WITH YOUR PERSONAL AND FINANCIAL INFORMATION?

Why?

Financial services companies choose how they share your personal and financial information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal and financial information. Please read this notice carefully to understand what we do.

What?

The types of personal and financial information we collect and share depends on the service you have with us. This information can include:

  • Names, addresses, email addresses, Social Security numbers, and income amounts
  • Account numbers, balances, and assets
  • Transaction history

How?

All financial services companies need to share customers’ personal and financial information to run their everyday business. In the section below, we list the reasons financial services companies can share their customers’ personal and financial information; the reasons Barker Financial Group, Inc. chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information (But you can limit this sharing)

  • For our everyday business purposes— such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
  • For our marketing purposes – to offer our services to you

We do not share your personal information:

  • For joint marketing with other financial companies
  • For our affiliates’ everyday business purposes
  • For non-affiliates to market to you

We do not share:

  • Information about your transactions and experiences
  • Information about your creditworthiness

Who is providing this notice?

Barker Financial Group, Inc.
152 Conant Street, Suite 200
Beverly, MA 01915
Phone: 781-743-2600 or 800-356-7066
Web: BarkerFG.com

How does Barker Financial Group, Inc. protect my personal and financial information?

To protect your personal and financial 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 Barker Financial Group, Inc. collect my personal and financial information?

We collect your personal and financial information, for example, when you:

  • Open an account or accounts
  • Deposit money into your account(s)
  • Seek advice about your investments
  • Enter into an investment advisory contract
  • Tell us about your investments, retirement portfolio or earnings

 

We also collect your personal and financial information from other companies when you provide us with information, or you provide us with permission to obtain information.

Definitions

Affiliates - Companies related by common ownership and control. They can be financial and non-financial companies.

  • We do not have affiliates, so we do not share.


Non-affiliates - Companies not related by common ownership and control. They can be financial or non-financial companies.

  • We do not share with non-affiliates.

Joint Marketing - A formal agreement between non-affiliated financial services companies that together market financial products or service to you.

  • We do not jointly market, so we do not share.

If you would like to download a copy of our Privacy Policy, please click here.