SMS Terms and Conditions
Effective Date: 3.25.26
These SMS Terms and Conditions govern text message communications sent by Suncrest Wealth Management ( “we,” “us,” or “our”) to customers who have opted in to receive SMS messages.
Consent to receive SMS messages is never required as a condition of receiving any service from Suncrest Wealth Management
Program Name: Suncrest Wealth SMS Notifications Program
Opt-In: Customers opt in by completing and signing the Suncrest Wealth Advisors Response Sheet in person and checking the SMS consent checkbox on the form. No messages are sent until a signed form is received and the opt-in is recorded.
Message Types: SMS messages may include office event notifications, insurance product updates, scheduling reminders, and appointment confirmations.
Message Frequency: Up to 4 messages per month.
Message and data rates may apply. Suncrest Wealth Management does not charge for SMS messages.
Reply STOP to any message to opt out at any time. You will receive one final confirmation and no further messages will be sent. To re-enroll, complete a new response sheet at any Suncrest Wealth Management event or office.
Reply HELP for assistance or contact us at aj@suncrestewealth.com or (520) 989-9798
Carriers are not liable for any delayed or undelivered messages.
Your mobile phone number and SMS opt-in consent will not be sold or shared with third parties for marketing or advertising purposes. Your number is used solely to deliver the messages you have consented to receive.
For our Privacy Policy, visit: https://suncrestwealth.com/privacy-policy/