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.

Legal Disclaimer

We hereby authorize you to view and print information on this website subject to it being used for informational and non-commercial purposes.

The information contained in this website is believed to be reliable, but we do not warrant its completeness, timeliness or accuracy. The information on this website is not intended as an offer or solicitation for any mortgage product or any financial instrument. The information and materials contained in this website - and the terms and conditions of the access to and use of such information and materials - are subject to change without notice. Products and services described may differ among geographic locations, offices and as a result of individual conditions. Not all products and services are offered at all locations. In no event will we be liable for any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of, or in connection with, the use of this website.

It is our intention that data provided on a subject is of a general nature. Our website does not represent an exhaustive treatment of subjects nor is the information intended to constitute accounting, tax, legal, consulting or other professional advice.

Prior to making any decision or taking any action we kindly request you to contact your tax or legal advisors.

Please use this document and information at your own risk. The content of this site is copyrighted and therefore any unauthorized use of any materials on this website may violate copyright, trademark, and other laws.

Materials on this website may not be modified, reproduced, or publicly displayed, distributed or performed for any public or commercial purposes prior to our approval.

Terms and Conditions

Welcome to the Barrett Financial Group, L.L.C. website! These Terms and Conditions ("Terms") govern your use of our website located at https://www.barrettfinancial.com/ (the "Service") and are operated by Barrett Financial Group, L.L.C. ("us", "we", or "our").

Please read these Terms carefully before using our Service.

1. Agreement to Terms

By accessing or using our Service, you agree to be bound by these Terms. If you disagree with any part of the terms, then you may not access the Service.

2. Privacy Policy

Your use of the Service is also governed by our Privacy Policy. Please review our Privacy Policy, which also governs the Service and informs users of our data collection practices. Your agreement to the Privacy Policy is hereby incorporated into these Terms. You can find it here: Privacy Policy.

3. Intellectual Property Rights

The Service and its original content, features, and functionality are and will remain the exclusive property of Barrett Financial Group, L.L.C. and its licensors. The Service is protected by copyright, trademark, and other laws of both the United States and foreign countries. Our trademarks and trade dress may not be used in connection with any product or service without the prior written consent of Barrett Financial Group, L.L.C..

4. User Conduct and Prohibited Uses

You agree to use the Service only for lawful purposes. You agree not to:

  • Use the Service in any way that violates any applicable national or international law or regulation.

  • Engage in any conduct that restricts or inhibits anyone's use or enjoyment of the Service, or which, as determined by us, may harm us or users of the Service or expose them to liability.

  • Use the Service in any manner that could disable, overburden, damage, or impair the site or interfere with any other party's use of the Service.

  • Introduce any viruses, trojan horses, worms, or other material which is malicious or technologically harmful.

5. Termination

We may terminate or suspend your access to our Service immediately, without prior notice or liability, for any reason whatsoever, including without limitation if you breach the Terms.

Upon termination, your right to use the Service will immediately cease.

6. Links to Other Websites

Our Service may contain links to third-party websites or services that are not owned or controlled by Barrett Financial Group, L.L.C..

Barrett Financial Group, L.L.C. has no control over, and assumes no responsibility for, the content, privacy policies, or practices of any third-party websites or services. You further acknowledge and agree that Barrett Financial Group, L.L.C. shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with the use of or reliance on any such content, goods, or services available on or through any such websites or services.

7. Disclaimer of Warranties

THE SERVICE IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS. BARRETT FINANCIAL GROUP, L.L.C. MAKES NO REPRESENTATIONS OR WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, AS TO THE OPERATION OF THEIR SERVICES, OR THE INFORMATION, CONTENT OR MATERIALS INCLUDED THEREIN. YOU EXPRESSLY AGREE THAT YOUR USE OF THESE SERVICES, THEIR CONTENT, AND ANY SERVICES OR ITEMS OBTAINED FROM US IS AT YOUR SOLE RISK.

8. Limitation of Liability

IN NO EVENT SHALL BARRETT FINANCIAL GROUP, L.L.C., NOR ITS DIRECTORS, EMPLOYEES, PARTNERS, AGENTS, SUPPLIERS, OR AFFILIATES, BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING WITHOUT LIMITATION, LOSS OF PROFITS, DATA, USE, GOODWILL, OR OTHER INTANGIBLE LOSSES, RESULTING FROM (I) YOUR ACCESS TO OR USE OF OR INABILITY TO ACCESS OR USE THE SERVICE; (II) ANY CONDUCT OR CONTENT OF ANY THIRD PARTY ON THE SERVICE; AND (III) UNAUTHORIZED ACCESS, USE OR ALTERATION OF YOUR TRANSMISSIONS OR CONTENT, WHETHER BASED ON WARRANTY, CONTRACT, TORT (INCLUDING NEGLIGENCE) OR ANY OTHER LEGAL THEORY, WHETHER OR NOT WE HAVE BEEN INFORMED OF THE POSSIBILITY OF SUCH DAMAGE.

9. Governing Law

These Terms shall be governed and construed in accordance with the laws of Arizona, United States, without regard to its conflict of law provisions.

10. Changes to Terms

We reserve the right, at our sole discretion, to modify or replace these Terms at any time. If a revision is material, we will provide at least 30 days' notice prior to any new terms taking effect. What constitutes a material change will be determined at our sole discretion.

By continuing to access or use our Service after any revisions become effective, you agree to be bound by the revised terms. If you do not agree to the new terms, you are no longer authorized to use the Service.

11. Contact Us

If you have any questions about these Terms, please contact us: