Broker Check

Privacy Statement

NorthWest Investment and Retirement, LLC recognizes the importance of protecting your privacy and have established policies designed to safeguard your confidential information. Key elements of those policies are as follows:

  • We do not sell your personal information to anyone.
  • We do not share your information with anyone, except as required or permitted by law or as implicitly authorized by you. Certain information may be shared with sponsors of financial products and services that you have selected for investment or insurance purposes. For example, when you buy a mutual fund or insurance policy through us, you may complete an application that we forward to the fund or insurance company.
  • We receive information about you in the normal course of providing financial services. This information is usually communicated to us by you or your representative. If you or another financial institution designates us as agent or broker of record for an account, that institution may provide us with related personal information. Such institutions include mutual funds, insurance companies, clearing agents, and advisory firms.
  • We maintain physical, electronic, and procedural safeguards to protect your privacy. Access to your personal information is restricted to those employees and agents who need the information to provide products and services you have selected.

Please contact us if you identify any error in the information associated with your accounts, or if you have questions concerning the use and maintenance of your confidential information.