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SMS Terms & Conditions

If you voluntarily opt in to receive SMS messages from Financial Management Services of America LLC ("FMSA"), we may use your mobile phone number to send messages regarding your inquiry, including appointment reminders and service-related updates. Message frequency may vary. Message and data rates may apply. Reply STOP to unsubscribe or HELP for assistance. Consent to receive SMS messages is optional and is not a condition of receiving services or submitting a website form.

 

FMSA does not sell, rent, or share mobile phone numbers, SMS opt-in information, or SMS consent with third parties or affiliates for marketing or promotional purposes. Mobile information may be disclosed only to service providers that assist FMSA in delivering its SMS program, as necessary to provide those services.

 

Text messaging is not a secure or encrypted method of communication. For your protection, please do not send account numbers, Social Security numbers, passwords, login credentials, or other sensitive personal or financial information via SMS. FMSA will never request this type of information by text message. If you need to share sensitive information, please contact us directly.

© Financial Management Services of America

All Rights Reserved.

Financial Management Services of America LLC does not give legal or tax advice.

Additional information about the firm and its representatives is also available on the SEC’s website at www.adviserinfo.sec.gov

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For the latest CRS Report click Here

For the SMS Terms and Conditions click Here

For the Privacy Policy statement click Here

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