SMS Terms of Service
Last Updated: January 1, 2026
These SMS Terms of Service (“SMS Terms”) govern the use of text messaging services provided by Providence Financial & Insurance Services, Inc. (“Company,” “we,” “us,” or “our”). By opting in to receive SMS messages from us, you agree to these SMS Terms.
Program Description
By providing your mobile phone number and consenting to receive SMS messages, you agree to receive text messages from Providence Financial & Insurance Services, Inc. related to:
- Appointment scheduling and reminders
- Client service communications
- Meeting coordination
- Follow-ups regarding inquiries or services
- Informational updates related to our firm
SMS messages will not be used to provide investment advice, account instructions, or confidential financial information.
Opt-In Consent
You may opt in to receive SMS messages by:
- Submitting a website form that includes SMS consent
- Scheduling an appointment through our website
- Providing written consent
- Providing verbal consent where permitted by law
Consent to receive SMS messages is not a condition of purchasing investment advisory services.
Message Frequency
Message frequency varies depending on your interactions with our firm, appointment activity, and service needs.
Message and Data Rates
Message and data rates may apply depending on your mobile carrier and wireless plan. You are responsible for any fees charged by your mobile carrier.
Opt-Out Instructions
You may opt out of receiving SMS messages at any time by replying:
STOP
After you send STOP, you may receive one final message confirming your opt-out request.
Help Instructions
For assistance, reply:
HELP
or contact us directly at:
(818) 887-6443
info@providencefinancialinc.com
Privacy and Data Use
Your privacy is important to us. Information collected through SMS communications is handled in accordance with our Privacy Policy.
SMS opt-in data, consent records, and phone numbers collected for SMS communications will not be shared, sold, rented, or disclosed to third parties or affiliates for marketing or promotional purposes.
For more information, please review our Privacy Policy:
https://providencefinancialinc.com/privacy-policy
Supported Carriers
SMS services are supported by most major U.S. mobile carriers. However, delivery is not guaranteed and may vary depending on your carrier or device.
Carriers are not liable for delayed or undelivered messages.
Communications Disclaimer (RIA Compliance)
Text messaging is intended for administrative and service-related communications only.
Providence Financial & Insurance Services, Inc. does not provide:
- Investment advice
- Trading instructions
- Portfolio recommendations
- Confidential financial discussions
via SMS messaging.
Clients should contact our office directly for matters related to their accounts or investment advice.
Eligibility
You must be at least 18 years old and authorized to use the mobile number you provide.
Changes to These SMS Terms
We may update these SMS Terms from time to time. Any updates will be posted on this page with a revised effective date.
Continued participation in our SMS program after updates constitutes acceptance of the revised terms.
Contact Information
If you have questions about these SMS Terms, please contact us:
Providence Financial & Insurance Services, Inc.
6320 Canoga Avenue, Suite 600
Woodland Hills, CA 91367
(818) 887-6443
info@providencefinancialinc.com
https://providencefinancialinc.com/