Privacy Policy

Masland & Barrick Advisory, Inc.

Privacy Policy

 


 

We want you to know that we greatly respect your right to privacy. We also know that you expect us to provide you with objective financial advice in an efficient manner. Accordingly, all personal financial information we collect from you is maintained in your personal file in our office. We value your trust highly, and consider your personal information extremely confidential. We do not disclose any personal information about you to anyone, unless you have authorized us to release that information to another professional, such as your accountant or attorney. Because we do not rent or sell your personal information to anyone else, we do not have an "opt-out" provision as required by Federal law. Should you also open a brokerage account through Cetera Advisor Networks LLC, where Pershing would hold your investments, you would be covered under their respective Privacy Policies. Pershing's policy is printed on the March monthly statement and Cetera Advisor Networks LLCs policy is mailed to you. Please do not hesitate to call us if you have any questions regarding our Privacy Policy. Thank you.

 

Stacey G. Barrick, CFP®, President