Privacy Policy

Barrett Rose & Lee Inc. Privacy Notice Disclosure

Barrett Rose & Lee Inc. is committed to providing you with competitive reviews and information to meet your financial needs and help you reach your goals.  We are equally committed to protecting your privacy.  Under Federal law, we are required to give you this privacy notice.  It describes our privacy policy and practices concerning the personal information we collect and disclose.  It also includes information about the parties who receive personal and sometimes nonpublic information from us as we conduct the business of the Barrett Rose & Lee Inc..

INFORMATION WE COLLECT ABOUT YOU

We collect nonpublic personal information about you through the use of cookies.

We may disclose all of the information we collect as permitted by law.

PARTIES WHO RECEIVE INFORMATION FROM US -

We may disclose nonpublic personal information about you to the following types of third parties:

  • Financial service providers, such as insurance companies and mortgage service companies
  • Non-financial companies, such as consumer reporting agencies, data processors, check/share draft printers, financial statement publishers/printers, plastic card processors, government agencies and mailhouses.

HOW TO OPT OUT OR STOP CERTAIN DISCLOSURES ABOUT YOU

If you prefer that we do not disclose nonpublic personal information about you to nonaffiliated third parties, you may opt out of these disclosures - you may direct us not to make those disclosures (other than disclosures permitted by law).  If you wish to opt out of the disclosures to nonaffiliated third parties, please contact us.

You may opt out of these disclosures at any time.  This opt out, by law, will not apply to disclosures that are legally permitted, disclosures to other financial institutions that have joint marketing agreements with us, disclosures we make to companies that perform services on our behalf, or companies that process or service transactions you request or authorize.

Once we receive your request, we have a reasonable amount of time to stop the disclosures.  You may always contact us for assistance if you wish to later revoke your opt out decision.

Disclosure Of Information About Former Customers

If you terminate your relationship with Barrett Rose & Lee Inc., we will not share information we have collected about you, except as may be permitted or required by law.

How We Protect Your Information

We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you.  We maintain physical, electronic, or procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

What Members Can Do To Help

Barrett Rose & Lee Inc. is committed to protecting the privacy of its site visitors.  You can help by following these simple guidelines:

  • Always protect your account numbers, plastic card numbers, personal identification numbers (PINs) or passwords.
  • Use caution when disclosing any account numbers, social security numbers, etc. to other persons.  If someone calls you, explaining the call is on behalf of the Barrett Rose & Lee Inc. and asks for your account number, you should beware.  Official Barrett Rose & Lee Inc. staff will never ask for that kind of information.
  • Keep your information with your financial service providers current.  If your address or phone number changes, let them know.

Let us know if you have questions, and please do not hesitate to contact us.