Terms Of Service

Terms of Service
Last Updated: August 4, 2026

Please read these Terms of Service carefully before using this website, operated by First Liberties Financial ("Company," "we," "us," or "our"). By accessing or using our website, you agree to be bound by these Terms.

1. Services

First Liberties Financial provides business consulting services, including strategic advisory, operational consulting, business development consulting, and financial planning consulting for institutions, corporations, and high-net-worth individuals. Nothing on this website constitutes legal, financial, accounting, or investment advice. All decisions made in connection with any business or financial matter are your own.

2. Use of the Website

You agree to use this website only for lawful purposes and in a manner that does not infringe the rights of others. You may not use the website to submit false or misleading information, or to attempt unauthorized access to our systems.

This website is intended for U.S. residents only. The consulting services described on this website may not be available in all jurisdictions.

3. SMS Communications

By submitting a form on this website and providing your phone number, you expressly consent to receive SMS text messages from First Liberties Financial regarding our services. Applicable terms:

Message frequency varies based on your engagement with us

Standard message and data rates may apply

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

Carriers are not liable for delayed or undelivered messages

Reply STOP at any time to opt out of all future SMS messages

Reply HELP for assistance, or visit our Contact page

Opting out does not affect any services you have previously engaged with us

You may also opt out by contacting us through our website and requesting removal from our messaging list.

For information on how we collect, use, and protect your data, please review our Privacy Policy.

4. Intellectual Property

All content on this website, including text, images, logos, and branding, is the property of First Liberties Financial or its licensors and is protected by applicable intellectual property laws. You may not reproduce, distribute, or use any content from this site without our express written permission.

5. Disclaimer of Warranties

This website and its content are provided "as is" without warranties of any kind, express or implied. We do not warrant that the website will be error-free, uninterrupted, or free of viruses. We make no representations regarding the accuracy or completeness of any content.

6. Limitation of Liability

To the fullest extent permitted by law, First Liberties Financial shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of this website or our services, even if we have been advised of the possibility of such damages.

7. Third-Party Links

Our website may contain links to third-party sites. These links are provided for convenience only. We have no control over third-party sites and are not responsible for their content or privacy practices.

8. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of New York, without regard to its conflict of law provisions.

9. Changes to These Terms

We reserve the right to update these Terms of Service at any time. Changes will be effective upon posting to this page. Continued use of the website after changes are posted constitutes acceptance of the revised Terms.

10. Contact Us

[email protected]

Tel: (917) 639-5451
Fax: (646) 224-8240

Helping institutions, corporations, and business owners navigate complex decisions with confidence.

Contact

[email protected]

Tel: (917) 639-5451
Fax: (646) 224-8240

Address

​First Liberties Financial
2915 N. Boulevard, Suite A
Tampa, Florida 33602

First Liberties Financial provides general business consulting services. Information on this website is for informational purposes only and does not constitute legal, tax, or financial advice. Consult your own professional advisors before making any business decisions.

By submitting your phone number, you consent to receive text messages from First Liberties Financial regarding your inquiry.

Message and data rates may apply. Message frequency varies. Reply STOP to opt out. Reply HELP for help.

First Liberties Financial is  a broker-dealer member of FINRA, SIPC, and MSRB. © Copyright 2025 - All Rights Reserved

​First Liberties Financial is a correspondent firm of RBC Clearing and Custody, a division of RBC Capital Markets, LLC ("RBC"), member NYSE/FINRA/SIPC.RBC Wealth Management - BCP and Apex Clearing Corporation, member NYSE/FINRA/SIPC
Pelion Investment Advisors, Inc.'s client assets are custodied by Charles Schwab & Co., Inc.
Securities offered by Registered Representatives of First Liberties Financial. First Liberties Financial is a member of FINRA, SIPC, and MSRB.

Check the background of this firm on:
www.BrokerCheck.com
ADDITONAL IMPORTANT LINKS:
MSRB Rule G-43 Policies and ProceduresMunicipal Bond Commission ScheduleRegulation BI (Best Interest) – Form CRSFirst Liberties Financial – Business Continuity Plan


Notice for non U.S. Investors
This Web site is intended for U.S. residents only.  The services offered with this site are available exclusively through our U.S. investment representatives.  First Liberties Financial representatives may only conduct business with residents of the states for which they are properly registered.  Please note that not all of the products and services mentioned are available in every state. If you have any questions or comments about this site please find our contact page.

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