Terms & Conditions

Welcome to our website.

If you continue to browse and use this website, you are agreeing to comply with and be bound by the following terms and conditions of use, which together with our privacy policy govern Lion Rock Advisory's relationship with you in relation to this website. If you disagree with any part of these terms and conditions, please do not use our website.

The term 'Lion Rock Advisory' or 'us' or 'we' refers to the owner of the website whose registered office is 54 State Street Ste 804 11812, Albany New York 12207. The term 'you' refers to the user or viewer of our website.

The use of this website is subject to the following terms of use:

1. The content of the pages of this website is for your general information and use only. It is subject to change without notice.
2. This website uses cookies to monitor browsing preferences. If you do allow cookies to be used, the following personal information may be stored by us for use by third parties.
3. Neither we nor any third parties provide any warranty or guarantee as to the accuracy, timeliness, performance, completeness, or suitability of the information and materials found or offered on this website for any particular purpose. You acknowledge that such information and materials may contain inaccuracies or errors and we expressly exclude liability for any such inaccuracies or errors to the fullest extent permitted by law.
4. Your use of any information or materials on this website is entirely at your own risk, for which we shall not be liable. It shall be your own responsibility to ensure that any products, services, or information available through this website meet your specific requirements.
5. This website contains material which is owned by or licensed to us. This material includes, but is not limited to, the design, layout, look, appearance, and graphics. Reproduction is prohibited other than in accordance with the copyright notice, which forms part of these terms and conditions.
6. All trademarks reproduced in this website, which are not the property of, or licensed to the operator, are acknowledged on the website.
7. Unauthorized use of this website may give rise to a claim for damages and/or be a criminal offense.
8. From time to time, this website may also include links to other websites. These links are provided for your convenience to provide further information. They do not signify that we endorse the website(s). We have no responsibility for the content of the linked website(s).
9. Your use of this website and any dispute arising out of such use of the website is subject to the laws of the United States.

SMS Communications — Terms of Use

Description of SMS Use Cases

By opting in to SMS communications from Lion Rock Advisory, you may receive text messages for the following purposes:

• Appointment confirmations and scheduling reminders for Strategy Sessions
• Follow-up communications related to your financial assessment or inquiry
• Occasional marketing messages about Lion Rock Advisory services, updates, and offers
• Important account or service notifications

Opt-Out Instructions

You may opt out of SMS communications at any time by replying STOP to any text message you receive from us. Upon receipt of your STOP request, we will send one final confirmation message and you will be removed from our SMS list immediately. No further messages will be sent unless you opt in again.

Customer Support Contact

For help or questions regarding our SMS communications, reply HELP to any message or contact us directly at:

• Email: jack.li@lionrockadvisory.com

We will respond to all support inquiries within 2 business days.

Message & Data Rate Disclosure

Message and data rates may apply to all SMS communications sent by Lion Rock Advisory. Message frequency varies. Charges are billed by and payable to your mobile service provider. Lion Rock Advisory is not responsible for any charges incurred through your mobile carrier as a result of SMS communications.

Carrier Liability Disclaimer

Mobile carriers are not liable for delayed or undelivered messages. Delivery of SMS messages is subject to effective transmission by your mobile carrier. Lion Rock Advisory is not responsible for any delays, failures, or errors in the delivery of SMS messages caused by your mobile carrier or other third-party factors outside of our control.

Age Restriction

By opting in to SMS communications, you confirm that you are 18 years of age or older. Our SMS program is not intended for individuals under the age of 18. If you are under 18, please do not opt in to our SMS communications.

Privacy Policy

Please refer to our Privacy Policy for information on how we collect, use, and disclose personal information. By using this website, you consent to the terms of our Privacy Policy.