Mayfield Financial Group is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment advisory services offered through Mayfield Investment Management, LLC. Insurance products offered through Mayfield Insurance Services, LLC
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Nathan Frederico or Mayfield Financial Group
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational or educational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Mayfield Financial Group (“Mayfield”) is committed to safeguarding the confidential information of our clients. We hold all personal information provided to our firm in the strictest confidence. We consider it a privilege to work with our clients. We recognize that with this privilege comes a responsibility to maintain the confidentiality of the personal information that they share with us. We take this responsibility very seriously.
INTERNAL USE OF INFORMATION
To conduct regular business, we may collect nonpublic personal information from sources such as: information reported by our clients on applications or other forms they provide to us; or information about their transactions with other affiliates. As Mayfield shares nonpublic information solely to service our client accounts, we do not disclose any nonpublic personal information about our clients, or former clients to anyone, except as permitted or required by law. Mayfield employees are bound by strict confidentiality agreements and any misuse of client information will be grounds for disciplinary action up to and including termination.
NON-AFFILIATED THIRD PARTIES
At times, we may disclose nonpublic personal information to non-affiliated third parties. We may share any of the information that we collect as described above. We may disclose nonpublic personal information about our client to the following types of non-affiliated third parties: TD Ameritrade and other financial institutions, in order to maintain our client’s accounts; financial service providers such as mortgage brokers, insurance companies, banks, attorneys, accountants, and actuary firms, only with a client’s prior authorization.
This Web site contains links to other sites. Mayfield is not responsible for the privacy practices of these other sites, and we encourage you to read the privacy statements of any other site that collects personal information.
Mayfield is committed to maintaining the confidentiality, integrity, and security of the personal information that is entrusted to us by our clients. Except as described above, Mayfield does not share customer information. If information is requested by subpoena or investigation of fraudulent activity, etc. we are required by law to comply. We will not rent, sell, trade, or otherwise release or disclose any personal information about our clients. Any information that our clients provide to us is for Mayfield’s use only. If our clients decide to close their account(s), we will adhere to these privacy policies and practices.