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Privacy Policy

Familia Financial Services LLC Privacy Policy

Here is our Privacy Policy required by the Gramm-Leach-Bliley Act of 1999.

We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications, tax organizers, worksheets and other documents;
  • Information about your transactions with us, our affiliates, or others;
  • Information we receive from a consumer-reporting agency.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

If you have any questions about this policy, please do not hesitate to contact us here: 

We retain the right to amend or modify this privacy policy at any time and without notice.z

SMS Terms and Conditions

Terms of Service for SMS Messaging Last Updated: 1.06.2024

  1. Introduction Welcome to Familia Financial Services, LLC's SMS messaging service. By opting in to receive SMS messages from Familia Financial LLC ("we," "us," or "our"), you agree to these Terms of Service ("Terms"). These Terms govern your use of our SMS messaging services and are in compliance with The Campaign Registry (TCR) and other applicable regulations. 
  2. Consent to Receive Messages By subscribing to our SMS service, you provide your express consent to receive appointment reminders, order alerts, account notifications, marketing, promotional, and informational text messages from us. Message frequency may vary based on your interactions with us.
  3. The SMS Opt In and phone numbers collected for SMS purposes are not being shared. ● Opt-In: You must explicitly opt-in to receive SMS messages from us by texting [KEYWORD] to [SHORTCODE] or by any other method we provide. ● Opt-Out: You may opt-out of receiving SMS messages at any time by texting STOP to [SHORTCODE] or HELP to [SHORTCODE] or calling us at https://familiafinancialservices.com/#contact or +1 214-296-9002.
  4.  After opting out, you will receive a confirmation message, and no further messages will be sent unless you re-subscribe. 
  5. Message and Data Rates Standard message and data rates may apply. Please check with your mobile carrier for details on your plan and any associated charges. 
  6. User Responsibilities ● Accurate Information: You agree to provide accurate and up-to-date information, including your mobile number. ● Unauthorized Use: You agree not to use our SMS service for any unauthorized or unlawful purpose. 
  7. Privacy and Data Security Your privacy is important to us. We will collect, use, and share your information as described in our Privacy Policy, which is available at https://familiafinancialservices.com/terms-and-privacy-policy . We are committed to ensuring your information is kept secure and used responsibly. 
  8. TCR Compliance We comply with The Campaign Registry (TCR) requirements, including registering our campaigns and adhering to guidelines on message content and frequency. You acknowledge and agree that: ● No Unsolicited Messages: We will only send messages to individuals who have expressly opted in. ● Content Compliance: All message content will comply with TCR guidelines, including restrictions on certain types of content (e.g., prohibited content categories). ● Message Frequency: We will not exceed the message frequency disclosed at the time of your opt-in. 
  9. Modifications We reserve the right to modify these Terms at any time. Any changes will be effective immediately upon posting the updated Terms on our website. Your continued use of our SMS service constitutes your acceptance of the revised Terms. 
  10. Limitation of Liability To the fullest extent permitted by law, we disclaim all warranties and will not be liable for any direct, indirect, incidental, or consequential damages arising out of your use of our SMS service. 
  11. Governing Law These Terms are governed by and construed in accordance with the laws of [Your State/Country], without regard to its conflict of law principles. 
  12. Contact Us If you have any questions or concerns regarding these Terms or our SMS service, please contact us at https://familiafinancialservices.com/#contact or +1 214-296-9002.