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PRIVACY POLICY

Last Updated: April 13, 2026

Customer service is very important to us. As we continue to improve and expand our services, we recognize our customers' need and desire to preserve their privacy and confidentiality. Safeguarding our customers' privacy is also very important to us. We have adopted standards that help maintain and preserve the confidentiality of customers' nonpublic personal information. The following Statement affirms our continued efforts to safeguard customer information.

Information We Collect

We gather nonpublic personal information about our customers as may be necessary to conduct business with our customers. We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications or other forms, over the telephone or in face-to-face meetings, and via the Internet. Examples of information we receive from you include your name, address, telephone number, social security number, credit history and other financial information.
  • Information about your transactions with us or others. Examples of information relating to your transactions include payment histories, account balances and account activity.
  • Information we receive from a consumer reporting agency. Examples of information from consumer reporting agencies include your credit score, credit reports and other information relating to your creditworthiness.
  • From employers and others to verify information you have given to us. Examples of information provided by employers and others include verifications of employment, income or deposits.

  • We use cookies and similar tracking technologies to improve user experience, analyze website traffic, and measure advertising performance. This includes the use of tools such as Google Analytics and Google Ads, which may collect information such as your IP address, browser type, device information, pages visited, and interactions with our website. 

  • We also collect and store advertising identifiers, including Google Click Identifiers (GCLID) and campaign parameters (such as UTM values), to help us understand how users arrive at our website and to measure the effectiveness of our advertising campaigns. In addition, we may use advertising tools such as Meta Pixel and Google Ads features to measure ad performance, analyze user behavior, and deliver interest-based advertising. These technologies may make certain information, such as online identifiers and browsing activity, available to third-party platforms, such as Google and Meta, for advertising and analytics purposes. We do not collect sensitive financial information through these tracking technologies; such information is only collected directly from you through secure forms where applicable.

  • California residents may have rights under the California Consumer Privacy Act, as amended by the California Privacy Rights Act, including the right to request access to or deletion of personal information, and the right to opt out of the sharing of personal information for cross-context behavioral advertising, subject to applicable exceptions. To make a request, contact us at marketing@barrettfinancial.com.

  • We may make limited information available to advertising and analytics partners such as Google and Meta, for advertising and analytics purposes. Opt-out controls are available through third-party tools, including https://adssettings.google.com and https://www.aboutads.info/choices.

Information We Disclose

Your personal information will only be retained for the purpose of providing you with our response to your query and will not be made available to any third party except as necessary to be disclosed to any related entity for the purpose intended, to service providers or partners supporting our business operations, advertising, or analytics, or as required to be disclosed under law.

By submitting information through our website, you acknowledge that your information will be transmitted to us and used in accordance with this Privacy Policy.

We treat data as confidential within our firm and require a strict adherence of all our employees to data protection and our confidentiality policies.

All visitors, however, should be aware that our website may contain links to other sites that are not governed by this or any other privacy statement.

We reserve the right to amend (that is, add to, delete or change) the terms of this Privacy Statement from time to time.