RWS SMS - Terms and Conditions

1. SMS Consent Communication:
The information (833)-797-4636 obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.
2. Types of SMS Communications:
If you have consented to receive text messages from Retirement & Wealth Strategies, you may receive messages related to the following:
  • Appointment reminders
  • Follow-up messages
  • Customer care
  • Account Notification
Example: “Hello, this is message to confirm your appointment time at the Farmington Hills office on Friday at 2:00pm. Reply STOP to opt out of SMS messaging at any time.”

3. Message Frequency:
Message frequency may vary depending on the type of communication. For example, you may receive up to 20 SMS messages per week related to your account information and customer care.

Example: “Message frequency may vary. You may receive up to 20 SMS messages per week regarding your appointments or account status.”

4. 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.
5. Opt-In Method:
You may opt-in to receive SMS messages from Retirement & Wealth Strategies in the following ways:
  • By filling out website form
6. Opt-Out Method:
You can opt out of receiving SMS messages at any time. To do so, simply reply “STOP” to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

7. Help:
If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at (833)-797-4636.

Additional Options:

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

8. Standard Messaging Disclosures:

  • Message and data rates may apply.
  • You can opt-out at any time by texting “STOP.”
  • For assistance, text “HELP” or visit our Privacy Policy and Terms and Conditions pages.
  • Message frequency may vary

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and RWS Financial Group, LLC are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AK, AR, AZ, CA, CO, CT, DE, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

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