Terms and Conditions
Effective Date: November 30, 2024
Welcome to Legaci Financial Services LLC! By accessing or using our services, website, or other related communications, you agree to be bound by the following Terms and Conditions. Please read these terms carefully before using our services.
1. Introduction
These Terms and Conditions govern your use of the website, services, and products provided by Legaci Financial Services LLC ("we," "us," or "our"). By accessing or using our website and services, you agree to comply with these Terms and Conditions. If you do not agree with these terms, you are not authorized to use our services.
2. Our Services
Legaci Financial Services LLC offers a wide range of financial services, including but not limited to:
- Tax preparation and consultation.
- Business financial services and consulting.
- SMS messaging related to service reminders and offers.
These services are available to individual and business clients.
3. Client Responsibilities
As a client of Legaci Financial Services LLC, you agree to:
- Provide accurate and complete information when using our services.
- Maintain the confidentiality of your account and personal information.
- Abide by applicable laws when using our services.
4. Use of SMS Messaging
By opting in to receive SMS messages from Legaci Financial Services LLC, you consent to receive communications via text message for service updates, promotional offers, and reminders. You can opt-out of receiving SMS messages at any time by replying STOP or UNSUBSCRIBE.
We are committed to compliance with applicable regulations regarding SMS messaging. For more information on how we collect and use your data, please review our Privacy Policy.
5. Prohibited Activities
You agree not to engage in any of the following prohibited activities while using our website or services:
- Violating any applicable laws or regulations.
- Using our website or services to engage in fraudulent or illegal activities.
- Engaging in behavior that disrupts or interferes with the functioning of our website or services.
6. Payment and Fees
All fees for services provided by Legaci Financial Services LLC will be clearly outlined in the respective service agreements. Payment for services must be made according to the terms provided in the invoice or agreement.
7. Limitation of Liability
To the fullest extent permitted by law, Legaci Financial Services LLC will not be liable for any direct, indirect, incidental, or consequential damages resulting from the use of our website, services, or any third-party services linked to our website.
8. Termination
We may suspend or terminate your access to our services if we believe you have violated these Terms and Conditions or engaged in any activity that harms our reputation, service quality, or compliance.
9. Privacy and Data Protection
Your privacy is important to us. Please review our Privacy Policy for detailed information about how we collect, use, and protect your personal information, including the use of SMS communications.
10. Changes to Terms
We may update or modify these Terms and Conditions at any time. When we make changes, we will update the "Effective Date" at the top of this page. We encourage you to review these Terms periodically to stay informed about any changes.
11. Governing Law
These Terms and Conditions shall be governed by and construed in accordance with the laws of the State of Florida. Any disputes arising from the use of our services shall be resolved in the appropriate courts in Florida.
12. Contact Information
If you have any questions about these Terms and Conditions or need assistance, please contact us at:
Legaci Financial Services LLC
1450 E. North Blvd Ste 7,
Leesburg, FL 34748
Phone: (352) 663-8520
Email: [email protected]
By using our website and services, you acknowledge that you have read, understood, and agreed to these Terms and Conditions.