Privacy Disclosure Statement
Caitlin John, LLC considers the protection of personal information to be a foundation of customer trust and a sound business practice. We employ physical, electronic and procedural controls in order to protect client confidentiality. We may use personal information about you to assist us in completing your financial plan, completing transaction or account changes, and to maintain or service your account. We only share information about our clients within the Caitlin John, LLC firm and with certain third-party service providers that assist us in servicing your account. All third-party service providers are required to protect the privacy of your personal information. At Caitlin John, LLC, we will always restrict access to personal information to those who require it to provide products or services to you. The only time we will provide any information about you or your financial information is with your express, written consent as required by law.
If you do not want us to share information, other than required by law, with third parties, please clearly indicate your request in writing. If you wish confirmation of receipt of your request, then enclose a self-addressed stamped envelope. If you have any questions concerning this or other Caitlin John, LLC policies, please call your investment advisor representative or our Corporate Office at 1-810-355-1325.
1024 E Grand River Ave
Brighton, MI 48116
Phone: (810) 588-6162
Fax: (810) 227-2558
Toll Free: (844) 944-1044
The information, data, and opinions contained herein this communication are provided solely for informational purposes only. They are not warranted to be correct, complete, or accurate. To the extent permitted by law, Caitlin John does not accept any liability arising from the use of this communication. You should not assume that any information, data, or opinions contained herein serves as the receipt of, or a substitute for, personalized investment advice from Caitlin John or from any other investment professional. Past performance is not an indication of future results and actual results may vary. Investing carriers an inherent element of risk, including the risk of losing invested principal.