James Financial Services
James Financial Services
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Terms And Conditions

Effective Date: 05/14/2025

Welcome to James Financial Services. By accessing this website or using our services, you agree to the following terms and conditions.

SERVICES

  •  We provide financial services including but not limited to:
  • Insurance sales and consulting
     
  • Virtual assistant staffing and placement
     
  • Business development coaching
     
  • Digital content and podcast support
     
  • All services are offered based on mutual agreement and may require signed agreements or disclosures before proceeding.

No Guarantees

  •  While we aim to provide high-quality service, results may vary. We do not guarantee specific financial outcomes or insurance approvals. 

Compliance

  •  We comply with all applicable state and federal laws, including data privacy regulations. By working with us, you agree not to use our services for any unlawful or fraudulent activity. 

SMS Terms and Conditions

 By opting in to receive SMS messages from James Financial Services LLC, you agree to the terms outlined below:


Types of SMS Communications

By providing your phone number and opting in, you may receive SMS messages such as:

  • Order and delivery updates
     
  • Appointment reminders
     
  • Customer service notifications
     
  • Promotions, special offers, and event announcements
     

Message frequency may vary. Standard message and data rates may apply.


Message Frequency

We send an estimated 50 to 1,000 SMS messages daily across all users. The number of messages you receive depends on your engagement and activity with our services.


Message frequency may vary. You may receive up to 5 SMS messages per week related to customer care and marketing.


SMS Fees

Your mobile carrier may charge you for receiving SMS messages. Rates vary depending on your plan and carrier.


Opt-In Methods

You can opt in to receive SMS messages from James Financial Services LLC by:

  • Verbally agreeing during a conversation
     
  • Submitting an online form with your phone number
     
  • Filling out a paper form
     

Opt-Out Instructions

You may opt out at any time by replying STOP to any SMS message. Once opted out, you will not receive further SMS communications. You may opt back in by replying START.


Help Instructions

If you need help, reply HELP to any of our messages or contact us via our Privacy Policy

Privacy

  •  We respect your privacy. Your personal information will never be sold or shared outside of James Financial Services without your consent. 

Intellectual Property

  •  All content on this site, including logos, copy, video, and imagery, is owned by James Financial Services and may not be used or duplicated without prior written permission. 

Updates

 These Terms & Conditions may be updated from time to time. Continued use of our website or services indicates your agreement with any revised terms.

📩 For questions, contact us at:
info@jamesinspros.com
302-491-0337

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