SMS Privacy Policy & Terms of Service

SMS Privacy Policy


Information Collection: We collect and store the phone numbers of individuals who opt in to receive SMS messages. Additional information, such as message history and interaction data, may also be recorded for service improvement and compliance purposes. SMS consent is not shared with third parties.

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Use of Information: Your information is used solely to send SMS messages that you have consented to receive. We do not sell, share, or distribute your personal information to third parties. SMS consent is not shared with third parties. 

 

No mobile opt-in data will be shared with third parties. 

Data Security: We implement security measures to protect your data from unauthorized access, disclosure, or misuse. However, no transmission over the internet or mobile networks can be guaranteed to be completely secure.

 

Terms of Service for SMS Communications and Consent for SMS Communication


By providing your phone number to MERAMEC FINANCIAL PLANNERS, you agree and acknowledge that MERAMEC FINANCIAL PLANNERS may send and receive customer care, account notifications, and marketing text messages to your wireless phone number.

No mobile opt-in or text message consent will be shared with third parties or affiliates for marketing purposes. Information obtained as part of the SMS consent process will not be shared with third parties or affiliates for marketing purposes. 


If you have consented to receive customer care, account notifications, and marketing text messages from MERAMEC FINANCIAL PLANNERS, you may receive text messages related to financial products and services. Below are examples:


 
Customer Care Example

  • Hi Sarah, this is MERAMEC FINANCIAL PLANNERS. We are reaching out regarding a request from you regarding your account. Please contact us when you are free. Reply STOP to opt out of SMS messaging.


Account Notification Example

  • Good morning Sarah, this is MERAMEC FINANCIAL PLANNERS. We are reaching out about an account notification. Reply STOP to opt out of SMS messaging.


Marketing Example

  • Hi Sarah, this is MERAMEC FINANCIAL PLANNERS. Thank you for reaching out. We wanted to reach out and provide you with a proposal for our services. We have sent it over to your email address. Reply STOP to opt out of SMS messaging.


Standard Messaging Disclosures

  • Message and data rates may apply
  • Message Frequency: SMS frequency will be between 5-1000 messages daily company wide. Message frequency may vary depending on the type of communication.
  • You can opt-out at any time by texting “STOP”. Reply “START” to opt in to receive text messages again.
  • For assistance text “HELP” or visit our Privacy Policy and SMS terms and conditions.