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Barrett Financial Tax and Accounting

Barrett Financial Tax and AccountingBarrett Financial Tax and AccountingBarrett Financial Tax and Accounting

Unlocking Potential, Together.

Unlocking Potential, Together.Unlocking Potential, Together.

Privacy Policy

  

Privacy Policy

Effective Date: 2/6/2025

1. Introduction

Welcome to www.barrett-financial.co ("we," "our," "us"). We are committed to protecting your personal information and your right to privacy. If you have any questions or concerns about this privacy policy or our practices with regard to your personal information, please contact us at 1-833-515-6122.

2. Information We Collect

We collect personal information that you voluntarily provide to us when you register on the website, express an interest in obtaining information about us or our products and services, when you participate in activities on the website, or otherwise when you contact us.

The personal information that we collect depends on the context of your interactions with us and the website, the choices you make, and the products and features you use. The personal information we collect may include the following:

  • Name and Contact Data (e.g., email address, phone number)
  • Credentials  (e.g., passwords, security information)
  • Payment Data (e.g., credit card information)
  • Usage Data (e.g., IP address, browser type)

3. How We Use Your Information

We use personal information collected via our website for a variety of business purposes described below. We process your personal information for these purposes in reliance on our legitimate business interests, in order to enter into or perform a contract with you, with your consent, and/or for compliance with our legal obligations. We use the information we collect or receive:

  • To      facilitate account creation and logon process
  • To      send administrative information to you
  • To      fulfill and manage your orders
  • To      post testimonials
  • To      request feedback
  • To      protect our services
  • To      enforce our terms, conditions, and policies

4. Sharing Your Information

We only share information with your consent, to comply with laws, to provide you with services, to protect your rights, or to fulfill business obligations. We may process or share your data based on the following legal basis:

  • Consent
  • Legitimate Interests
  • Performance of a Contract
  • Legal Obligations
  • Vital Interests

5. Cookies and Tracking Technologies

We may use cookies and similar tracking technologies to access or store information. Specific information about how we use such technologies and how you can refuse certain cookies is set out in our Cookie Policy.

6. Your Privacy Rights

In some regions, such as the European Economic Area (EEA), you have rights that allow you greater access to and control over your personal information. These rights may include:

  • The right to request access and obtain a copy of your personal information
  • The right to request rectification or erasure
  • The right to restrict the processing of your personal information
  • The right to data portability
  • The right to withdraw consent

7. Security of Your Information

We use administrative, technical, and physical security measures to help protect your personal information. While we have taken reasonable steps to secure the personal information you provide us, please be aware that despite our efforts, no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against any interception or other type of misuse.

8. Contact Us

If you have questions or comments about this policy, you may contact us by email at nicholasbarrett@barrett-financial.co or by post to: Barrett Financial, 202 North Main St., Clarion, IA 50525.

By interacting with our main number, you agree to allow Barrett Financial to send you text messages where consent is given through interaction initiated by the customer. Frequency may vary. Message & data rates may apply. Reply STOP to opt out of further messaging or reply HELP for more information. View our terms and privacy policy on our website.
 

No mobile or messaging consent information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.


Copyright © 2025 Barrett Financial Tax and Accounting - All Rights Reserved.

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