SMS Terms & Conditions

1. 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."

2. Types of SMS Communications

If you have consented to receive text messages from Kagan Cocozza Asset Management, you may receive messages related to the following specific examples:

Customer Care - Example

"Hi, this is a friendly reminder that we don't receive SMS text messages. Please use email to contact us at info@kagancocozza.com"

3. Message Frequency

Message frequency may vary. You may receive up to 10 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 Kagan Cocozza Asset Management in the following ways:

Clients message us first, and can find our SMS number on our website. [Clients message us first]

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:

Help: If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at 856-381-0550.

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 www.kagancocozza.com/privacy or www.kagancocozza.com/sms

Message frequency may vary.