Privacy Policy

IMPORTANT: We do not provide customer service or enable financial transactions through any social media site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact our office directly. You should never post personal, account or transaction information anywhere on this site.

“Likes”, “Favorites” or other similar functionality available through social media sites should not be considered a positive reflection of the services offered by any advisor of Focus Financial Network, Inc. Visitors to this page must avoid posting positive reviews of their experiences with the adviser or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of the advisors of Focus Financial Network, Inc.

In certain instances, direct messages may be sent through social media sites. Such messages, which may be confidential and/or privileged, are intended for use only by the intended recipient, any review; copying, distribution or use of these transmissions is strictly prohibited. If you receive a message in error, please (i) notify the sender immediately and (ii) destroy all copies of the message.

IMPORTANT: 
Please note that the inclusion of the above disclosure does not guarantee a safe harbor from actions securities regulators may take if any social media site is deemed to violate state and/or federal securities laws concerning the use of testimonials. Advisors must remove “likes” or the content associated with “likes” when required to maintain compliance with the testimonial rule.