Disclaimer

The opinions expressed herein are solely those of Burgos & Brein Wealth Management, LLC, and its editorial staff. The material provided is based on sources believed to be reliable; however, we do not guarantee its accuracy or completeness. All information and ideas should be thoroughly discussed with your individual advisor before implementation.

Fee-based financial planning and investment advisory services are offered exclusively through Burgos & Brein Wealth Management LLC, a Registered Investment Advisor in the State of Florida. Insurance products and services are provided through Burgos & Brein LLC. These two entities are affiliated companies.

The information on this website is not intended as a solicitation to sell or offer investment advisory services to residents of any state other than Florida or where such services are otherwise legally permitted.

This endorsement of Gradient Investments LLC is made by an investment advisor who refers clients to Gradient Investments LLC. A conflict of interest exists as the referring advisor receives a portion of the annual management fee charged by Gradient Investments, LLC based on the assets under management of their referred clients. This arrangement may incentivize the advisor to increase assets placed with Gradient Investments, LLC, thereby increasing their compensation. Please note that these advisors are not affiliated with or supervised by Gradient Investments, LLC.

Email and SMS Marketing Terms and Conditions

Terms for Messaging Programs:

By subscribing to our email or SMS marketing programs, you agree to receive promotional messages from Burgos & Brein Wealth Management, LLC.

These messages may include updates on services, offers, seminars, and financial insights.

Standard messaging rates may apply based on your mobile carrier’s terms.

How to Opt-Out:

• For email communications: Click the “unsubscribe” link in any email you receive from us.
• For SMS communications: Text “STOP” to opt out of future messages. You will receive confirmation acknowledging your request.

Opt-out requests will be processed promptly in compliance with applicable laws such as the CAN-SPAM Act and TCPA regulations.

Customer Care Contact Information:

Phone: 866-949-7675

Email: info@burgosandbrein.com

Privacy Policy:

Your privacy is important to us. Please review our Privacy Policy for details on how we collect, use, and protect your information.

Compliance Notes:

Our email and SMS marketing programs comply with relevant legal requirements:

• CAN-SPAM Act: Ensures clear sender identification, accurate subject lines, and functional opt-out mechanisms for email communications.
• TCPA Regulations: Requires express written consent for SMS marketing messages and prohibits unsolicited communications without prior consent.

By participating in our messaging programs, you acknowledge and agree to these terms and conditions.