Address

3850 n. Causeway Blvd. #950

Metairie, Louisiana 70002

Get in touch

504-321-0928

info@CFO-us.com

Important Disclosures:

Our website offers general information about our services and should not be acted upon without obtaining specific advice from a qualified professional. The information provided is not intended to provide any investment, tax, or legal advice; in addition, nothing on this website should be considered a solicitation for the purchase or sale of any security.


Visitors to our websites:

When someone visits Barfield Wealth Management website, details of visitor behavior patterns which allow us to analyze traffic to our site. We do this to find out things such as the number of visitors to the various parts of the site. This information is only processed in a way that does not identify anyone. We do not make and do not allow Google to make any attempt to find out the identities of those visiting our website.


If we do want to collect personally identifiable information through our website, we will be upfront about this. We will make it clear when we collect personal information and will explain what we intend to do with it. Visit Google’s website to learn more about Google’s privacy policies. You can request a copy of our privacy policy for additional information on how we handle your personal data.

 

Social Media Disclosure:

Barfield Wealth Management’s employee social media profiles are for informational purposes only, and their content is not an offer to sell nor a solicitation to buy securities. The information on social media sites should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, and expenses associated with any investment. Third-party posts that appear on social media sites have not been reviewed or approved by Barfield Wealth Management for completeness or accuracy. Information written by third parties does not necessarily reflect the views or opinions of Barfield Wealth Management or its affiliates

 

Third-Party Websites:

We may utilize third-party service providers to provide certain tools and/or programs, some of which may be housed on a third-party server or on a website which has been independently developed by others. While accessing this website, you may be linked to other third-party servers. Access to other websites or use of any third-party tools or programs on this website is subject to all terms and conditions found therein.

 

Links:

Some of the information on this website is provided through linked websites. Links on this website are for informational purposes only. We do not endorse the content or the products of these linked websites.

 

Client Portals:

Some of the material on this website is password protected. This area is restricted to authorized users only. The users in these password-protected areas are responsible for any use of their password and for maintaining its confidentiality.

 

General Disclosure:

As with any investment strategy, there is potential for profit as well as the possibility of loss. We do not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly), and investment recommendations will not always be profitable. Past performance is not a guarantee of future results.

 

Additional information, including management fees and expenses, is provided on our Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site.


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