Florio Wealth Management
Florio Wealth Management, LLC

Text Messaging (SMS) Terms and Conditions

Our text messages (SMS) are written and sent by real people, not robots. When you request for us to send you a text message — for example, by checking the appropriate box on our website, by sending us a text message, or by asking us to send a text confirming your appointment — you can expect to receive approximately 1 to 3 messages in response. By providing your phone number and opting in, you confirm that you are the primary owner of this phone number and have authority to provide consent.

By requesting text messages from us, you agree to receive recurring automate text messages and alerts from Florio Wealth Management, LLC (FWM). These messages may include:

  • Account notifications
  • Service updates
  • Appointment reminders
  • Financial planning information

Message and data rates may apply from your wireless carrier. Supported carriers include AT&T, T-Mobile, Verizon, Sprint, Boost, U.S. Cellular, and most other major carriers. FWM is not liable for delayed or undelivered messages.

Your Consent

  • Consent to receive text messages is not required to purchase any goods or services from FWM.
  • You may receive an immediate confirmation message when you opt in.
  • Consent remains valid until you opt out.

Privacy Protection

  • We do not share your phone number with third parties for marketing purposes.
  • We will not permit other organizations to send you text messages through our SMS program.
  • Your information is protected according to our full Privacy Policy.

Opting Out and Support

  • Text messages are optional and provided for your convenience.
  • You may opt out at any time by replying STOP to any message.
  • After texting STOP, you will receive one final confirmation message.
  • For help with the text messaging program, text HELP or contact us at (727) 291-8851 or through the form on our website.
  • You can also email support@floriowealth.com for support.

Changes to this Policy

We may update this Text Messaging Policy from time to time. We will notify you of any material changes via text message and/or email.

Message Frequency

If you sign up for recurring messages, they will not exceed 5 per month. Additional transactional messages (such as appointment confirmations or account alerts) may be sent based on your specific account activity or requests.

More Information

The above constitutes the complete terms and conditions of our text messaging program. For information about our general privacy practices, please review our full Privacy Policy.