SMS Privacy Policy
Effective Date: April 27, 2026
Introduction
Piedmont Financial Advisors, Inc. (“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;
- Improve our services and enhance your experience;
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.
Your Choices
Call us at 317-287-0575 to manage your preferences, or follow the steps below:
- Opt-in to receiving SMS messages from us at any time by texting “START” to 317-287-0575.
- Opt-out of receiving SMS messages from us at any time by replying “STOP” to any message you receive.
- For assistance when communicating with us using SMS, reply “HELP” to any message you receive or call 317-287-0575.
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:
Piedmont Financial Advisors, LLC
PO Box 44442
Indianapolis, IN 46204
317-287-0575
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 Piedmont Financial Advisors, you may receive messages related to the following:
- Appointment reminders
- Follow-up messages
- Event reminders
Example: “Hello, we’re looking forward to our 2 pm financial review meeting via Zoom.” Reply STOP to opt-out of SMS messaging. Message and data rates may apply.”
Message Frequency
Message frequency may vary depending on the type of communication. For example, you may receive up to 2 SMS messages per week regarding your appointments.
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 Piedmont Financial in the following ways:
- By texting “START” to 317-201-2216
- 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 317-287-0575 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 317-287-0575 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 at any time by texting “STOP.”
- For assistance, text “HELP” or visit our SMS Privacy Policy and Terms & Conditions page.
- Message frequency may vary.