McLoughlin, Briese & Co., LLP Privacy PolicyWe at McLoughlin, Briese & Co. LLP do not disclose any nonpublic personal information about our clients or former clients, without their permission, to anyone except: (1) as absolutely required by law, (2) as needed by our employees to provide services or products to you, and (3) to financial service providers, such as mortgage bankers, securities broker-dealers, and insurance agents, as we, in our judgment, deem may be worthwhile to you, but only with your approval. We collect nonpublic personal information about you from the following sources: - Information we receive from you or your representatives on applications, tax organizers, worksheets and other documents.
- Information about your transactions with us, our affiliates, or others
- Information we receive from a consumer-reporting agency We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard your nonpublic personal information. If you have any questions about this policy, please do not hesitate to contact us. McLoughlin, Briese & Co., LLP
900 Larkspur Landing Circle, Suite 230
Larkspur, CA 94939
(415) 461-8866 | 
