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SMS Privacy Policy

Introduction

Connecticut Wealth Management LLC (“we,” “us,” or “our”) is committed to protecting your privacy. This SMS Privacy Policy explains how we collect, use, disclose, and safeguard your information when you opt-in to receive SMS messages from us.

Information We Collect

When you opt-in to our SMS program, we may collect the following information:

  • Your phone number
  • Any other information you provide to us through SMS

How We Use Your Information

We use the information we collect to:

  • Send you SMS messages related to our services, events, and updates;
  • Respond to your inquiries and provide customer support;

Disclosure of Your Information

SMS opt-in or phone numbers for the purpose of SMS are not shared with any third party or affiliate company for marketing purposes. We may share your information with:

  • Service providers who assist us in delivering SMS messages
  • Law enforcement or regulatory agencies if required by law

Data Security

We implement appropriate technical and organizational measures to protect your information from unauthorized access, use, or disclosure.

Opt-in Method

You can opt-in to receive SMS messages from CONNECTICUT WEALTH MANAGEMENT LLC through the following options:

  • Submitting an online form
  • Texting one of our representatives first

Changes to This Policy

We may update this SMS Privacy Policy from time to time. We will notify you of any changes by posting the new policy on our website and updating the effective date.

Contact Us

If you have any questions or concerns about this SMS Privacy Policy, please contact us at:

Connecticut Wealth Management, LLC
281 Farmington Ave
Farmington, CT 06032
(860) 470-0290

SMS Terms & Conditions

SMS Consent Communication

The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

Types of SMS Communications

If you have consented to receive text messages from Bragg Financial Advisors, you may receive messages related to the following:

  • Appointment reminders
  • Follow-up messages
  • Event reminders

Example: “Hello, we’re looking forward to seeing you in our office this afternoon for our financial review meeting at 2PM. Reply STOP to opt-out of SMS messaging. Message and data rates may apply.”

Message Frequency

The number of messages you receive may vary based on the type of communication.

  • You may receive up to 2 text messages per week from us, depending on your interaction frequency.

Potential Fees for SMS Messaging

Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

Opt-In Method

You may opt-in to receive SMS messages from Bragg Financial in the following ways:

  • By texting “START” directly to your advisor
  • By email request directly to your advisor
  • Verbally, during a conversation

Opt-Out Method

You can opt-out of receiving SMS messages at any time in the following ways:

  • Simply reply “STOP” to any SMS message you receive
  • Call us at (860)470-0290 to request removal from our messaging list
  • By email request directly to your advisor
  • Verbally, during a conversation

Help

If you are experiencing any issues, you can request help in the following ways:

  • Reply to any SMS message with the keyword HELP
  • Call us at (860) 470-0290 to request help
  • By email request directly to your advisor
  • Verbally, during a conversation

Additional Options

If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.

Standard Messaging Disclosures

  • Message and data rates may apply.
  • You can opt-out anytime by texting “STOP.”
  • For help, text “HELP” or refer to our Privacy Policy and Terms and Conditions.