Privacy Policy

Barry Financial LLC (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you provide to us through our website, funnel pages, forms, and communication channels.

We may collect the following information when you interact with our website or submit a form:

• Name
• Email address
• Phone number
• Employment or income details (if provided in a survey)
• Retirement timeline and savings information (if provided voluntarily)
• Other personal or financial details you choose to share

We use your information to:

• Provide personalized retirement planning sessions
• Schedule and confirm appointments
• Respond to inquiries and requests
• Send appointment reminders and follow-up communications
• Improve our services and communications
• Send updates, reminders, or promotional messages (with your consent)

You may opt out of marketing communications at any time by replying STOP to any SMS or clicking the unsubscribe link in any email.

By submitting your contact information through any of our forms, you agree to receive SMS messages, emails, or calls from Barry Financial LLC for appointment reminders, session confirmations, updates, or occasional educational communications.

Message and data rates may apply. You can reply STOP at any time to unsubscribe from SMS messages. You can unsubscribe from emails at any time by clicking the unsubscribe link in any email we send.

We take reasonable steps to protect your data from loss, misuse, and unauthorized access. Our systems use industry-standard security measures including SSL encryption on all web forms and pages.

However, no method of transmission over the internet is 100% secure. We cannot guarantee absolute security but are committed to protecting your information to the best of our ability.

We do not sell, rent, or trade your personal information to third parties. Your data is only shared with partners or tools necessary to operate our business, including:

• Calendar and appointment scheduling systems
• Email and SMS communication platforms
• CRM and contact management tools
• Video conferencing platforms (Zoom)

All third-party tools are used under strict confidentiality and data protection standards.

Our site or communications may include links to third-party websites such as scheduling tools, video conferencing platforms, or educational resources. We are not responsible for the content or privacy practices of those sites. We encourage you to review the privacy policies of any third-party sites you visit.

Our website and funnel pages may use cookies and tracking pixels, including the Meta (Facebook) pixel, to measure advertising effectiveness and improve our marketing. These tools collect anonymized data about page visits and form completions.

You can disable cookies in your browser settings at any time. Disabling cookies may affect the functionality of some pages.

You have the right to request access to, correction of, or deletion of your personal information at any time. To make a request contact us at:

We may update this Privacy Policy from time to time. Any changes will be reflected on this page with a revised date. We encourage you to review this policy periodically. Continued use of our website or services after changes are posted constitutes your acceptance of the updated policy.

If you have questions about this policy or how your data is handled please contact: