1. Program Description: We do not text clients nor prospective clients. Whether you are opted-in, opted-out, or totally unaware of Lorio Wealth Management, you will not receive text messages (SMS/MMS) to your mobile number. These kinds of non-messages will not include responses to an inquiry, real-time texts to ask and answer questions about our services and pricing, nor appointment confirmations.
2. Program Frequency: Message frequency will vary from never to not happening depending on the conversation.
3. Opt Out: You can opt-out of this service at any time even though it will have no impact on anything. Just text “STOP” to the phone number. You will continue to not receive text messages from us.
4. Help: If you are experiencing any issues, you can reply with the keyword HELP or email us at info@loriowealth.com. This will be a huge surprise to us though as we do not text our clients nor prospective clients.
5. Interruption: Carriers are not liable for delayed or undelivered messages.
6. Costs: Message and data rates may apply for any messages sent to from you to us as we are able to receive your text messages. If you have any questions about your text plan or data plan, please contact your wireless provider.
7. Privacy: If you have any questions regarding privacy, please read our privacy policy here: Privacy Policy.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take your data and privacy very seriously. If you wish to learn more, visit our Privacy Policy.
Securities and advisory services offered through LPL Financial, member FINRA/SIPC. LPL Financial is not affiliated with Lorio Wealth Management. Check the background of this firm on FINRA’s BrokerCheck and LPL’s Financial Form CRS.
