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.
The types of personal and financial information we collect and share depends on the service you have with us. This information can include:
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.
Barker Financial Group, Inc.152 Conant Street, Suite 200Beverly, MA 01915Phone: 781-743-2600 or 800-356-7066Web: BarkerFG.com
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.
We collect your personal and financial information, for example, when you:
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.
Affiliates - Companies related by common ownership and control. They can be financial services and non-financial services companies.
Non-affiliates - Companies not related by common ownership and control. They can be financial services or non-financial services companies.
Joint Marketing - A formal agreement between non-affiliated financial services companies that together market financial products or service to you.