SMS Terms & Conditions

By providing your mobile number and opting in, you consent to receive SMS text messages from Legacy Wise Advisors, Inc. for conversational and transactional purposes related to your relationship with our firm.

 

How to Opt In
You may opt in to receive SMS messages by:

Submitting a website contact form that includes SMS consent language

Initiating contact via SMS text message to our business number

Providing verbal consent during a phone call

 

Types of Messages
Messages may include, but are not limited to:

Appointment confirmations and reminders

Consultation scheduling and follow-ups

Service updates and notifications

Account-related messages

Responses to client inquiries

Message Frequency
Message frequency may vary.

Message & Data Rates
Message and data rates may apply.

 

Opt-Out Instructions
You may opt out at any time by replying STOP to any message. After opting out, you will no longer receive SMS messages unless you re-enroll.

 

Help Instructions
For assistance, reply HELP or visit
https://www.legacywiseadvisorsinc.com

 

Privacy Policy
Your information is handled in accordance with our Privacy Policy:
https://www.legacywiseadvisorsinc.com/privacy-policy

By continuing to communicate with us via SMS, you acknowledge that you have read, understood, and agree to these SMS Terms & Conditions.