Privacy Policy

Terms & Conditions

Last Updated: October 9, 2026

These Terms & Conditions govern your use of the Teleios Financial Partners website and your participation in communications provided by Teleios Financial Partners.

By using this website, submitting information through our forms, or voluntarily opting into communications from us, you agree to these Terms & Conditions.

General Website Use

The information available through this website is provided for general informational and educational purposes.

Nothing on this website should be construed as individualized financial, investment, tax, legal, or accounting advice unless provided separately pursuant to an appropriate advisory relationship.

Your use of this website does not by itself create an investment advisory, financial planning, or other professional relationship with Teleios Financial Partners.

Communications

When you provide your contact information, Teleios Financial Partners may contact you in connection with your inquiry, appointment, existing relationship, or other communications you have requested.

Where required, marketing communications will only be sent after appropriate consent has been obtained.

SMS/Text Messaging Terms

Teleios Financial Partners offers optional SMS/text messaging communications.

Depending on the consent you provide, messages may include appointment reminders, client-service communications, financial education, company updates, event invitations, meeting invitations, and promotional messages.

You must be 18 years of age or older to use this SMS service.

Consent to receive marketing text messages and consent to receive non-marketing text messages are collected separately.

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

You may opt out of SMS communications at any time by replying STOP to a message.

For assistance, reply HELP or contact Teleios Financial Partners at 321-213-3000.

Your consent to receive SMS/text messages is not a condition of purchasing any goods or services.

Carriers are not liable for delayed or undelivered messages.

For information about how we collect and use your information, please review our Privacy Policy.

Email Communications

If you elect to receive email communications, we may send educational information, company updates, invitations, service-related communications, or other information consistent with your relationship with Teleios Financial Partners.

You may unsubscribe from marketing emails by using the unsubscribe link included in those emails.

Intellectual Property

The content of this website, including text, graphics, logos, images, and other materials, is owned by or licensed to Teleios Financial Partners unless otherwise indicated.

Content may not be reproduced, distributed, or used commercially without authorization.

Third-Party Links

Our website may contain links to websites operated by third parties. Teleios Financial Partners does not control and is not responsible for the content, privacy practices, availability, or security of third-party websites.

No Guarantee of Results

Information provided through this website is not intended to guarantee any particular financial or investment outcome.

Investing involves risk, including the potential loss of principal.

Limitation of Liability

To the extent permitted by applicable law, Teleios Financial Partners is not responsible for damages resulting from the use of, or inability to use, this website or information contained on it.

Changes to These Terms

We may revise these Terms & Conditions periodically. Updates will be posted on this page with a revised “Last Updated” date.

Your continued use of the website after changes are posted constitutes acceptance of the revised Terms.

Contact Us

Questions regarding these Terms & Conditions may be directed to:

Teleios Financial Partners
1900 S. Harbor City Blvd Suite 329]
Phone: 321-213-3000
Email: [email protected]