Portable Professionals LLC offers an SMS messaging program to keep you informed about our services. Below you will find complete details about how our program works.
Portable Professionals LLC sends non-promotional SMS messages regarding consultation follow-ups, service updates, appointment reminders, and financial plan reviews. We also offer optional promotional messages about financial planning updates, investment strategy insights, retirement preparation tips, and market updates for users who separately consent.
You can opt in to receive SMS messages from Portable Professionals LLC by visiting our contact page and completing the following steps:
Both consent checkboxes are unchecked by default and require your active selection. Providing your phone number and checking a consent checkbox is entirely optional and is not required to use our services.
The following are examples of the types of SMS messages you may receive from Portable Professionals LLC:
Sample 1 (Non-Marketing — Inquiry Follow-Up):
"Portable Professionals LLC: Hi, thank you for your interest in financial planning. A team member will contact you within 24 hours to discuss your needs in Ramona, CA. Reply STOP to opt out or HELP for assistance. Msg & data rates may apply."
Sample 2 (Non-Marketing — Appointment Confirmation):
"Portable Professionals LLC: Your investment management consultation has been confirmed. We look forward to helping you. Questions? Call +1 619-820-7852. Reply STOP to opt out. Msg & data rates may apply."
Sample 3 (Non-Marketing — Service Update):
"Portable Professionals LLC: Your Financial Planning request is being processed. Our team will update you shortly. Questions? Reply HELP or call +1 619-820-7852. Msg & data rates may apply. Reply STOP to opt out."
After opting in, you will receive a confirmation SMS message from Portable Professionals LLC confirming your subscription. The confirmation message includes our brand name, customer care contact information, opt-out instructions, message frequency, and a notice that message and data rates may apply.
You may opt out at any time by replying STOP to any message we send. You may also contact us directly at help@portable-professionals-llc-1.trueprogroup.com or +1 619-820-7852 to manage your preferences.
For additional details, please review our Privacy Policy and Terms of Service.
Portable Professionals LLC
PO Box 61, Ramona, CA, 92065
help@portable-professionals-llc-1.trueprogroup.com · +1 619-820-7852