Disclosures

1294 Montgomery, LLC

We collect information about you and your family and your finances. The data collected includes, but is not limited to, name, address, phone number and information required to calculate a net worth statement. We do not sell or share your information with anyone unless it is necessary to complete the work. In any event we will not share your information with anyone who intends to use it for marketing purposes.

The information you provide to us will be kept secure online and offline. We use vendors and we refer our clients to other third parties to implement our recommendations. We advise our clients to make themselves familiar with their privacy policies.