Privacy Policy

June 2026

 

We at McFarland Associates take your privacy and confidentiality very seriously.

 

Federal laws require financial institutions to disclose if they sell or share your information, and if so, provide you the opportunity not disclose your information to third parties. In addition, an institution must disclose its practices to a client before establishing a relationship and annually thereafter.

 

As an Investment Advisory and/or financial planning client of McFarland Associates, you should know that we do not sell your information to anyone.  You should also know that we do not disclose any information about our clients or former clients to unaffiliated third parties unless:

 

·       When sharing information is necessary to service or process a financial product or service requested or authorized by the consumer.

·       For maintaining or servicing the customer's account.

·       For compliance with legal requirements (e.g., court orders, regulatory requirements).

·       With the customer's consent.

 

No mobile phone information will be shared with third parties/affiliates for marketing/promotional purposes. All OPT-IN requests include text messaging originator opt-in data and consent; this information will not be shared with third parties.

 

As this is our practice, we are not required to have "Opt-out" provisions or methods per the exemptive relief provided under section 248.13 of the Gramm-Leach-Bliley Act.

 

If you have any questions or concerns about our privacy policy, please do not hesitate to contact our office.