Last Updated: August 24, 2026
Herbert Financial Group (“Herbert Financial Group,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy explains how we collect, use, protect, and disclose information when you visit our website, submit a form, communicate with us, or use our services.
Information We Collect
We may collect personal information that you voluntarily provide to us, including:
Name
Email address
Phone number
Business information
Financial information you choose to provide
Information submitted through website forms
Appointment and scheduling information
Communications you send to us
Other information you voluntarily provide when requesting information or services
We may also automatically collect certain information when you use our website, including your IP address, browser type, device information, pages visited, referring website, and general website usage information.
How We Use Your Information
We may use the information we collect to:
Respond to inquiries and requests
Provide information about our services
Schedule, confirm, and manage appointments
Communicate with clients and prospective clients
Provide service related notices and updates
Send educational information, newsletters, and resources
Send marketing or promotional communications when you have provided consent
Improve our website, services, and customer experience
Maintain the security and functionality of our website
Comply with applicable legal and regulatory requirements
We only use personal information for legitimate business purposes and as otherwise permitted by law.
SMS and Text Message Communications
If you provide your mobile phone number and consent to receive text messages from Herbert Financial Group, we may send you informational and marketing text messages. Messages may include appointment confirmations, appointment reminders, follow-up communications, service related updates, educational content, newsletters, and occasional promotional communications.
Message frequency varies. Message and data rates may apply.
You may opt out of SMS communications at any time by replying STOP to any message. You may reply HELP for assistance.
Consent to receive marketing text messages is not a condition of purchasing any goods or services.
SMS Consent and Mobile Information
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
Herbert Financial Group does not sell, rent, share, or otherwise provide mobile phone numbers or SMS consent information to third parties or affiliates for their marketing or promotional purposes.
Text messaging originator opt-in data and consent will not be shared with any third parties for marketing or promotional purposes.
We may use service providers that assist us in delivering text messages and operating our communications systems. These providers may process information solely as necessary to provide those services on our behalf.
How We Share Information
We do not sell your personal information.
We may disclose personal information to trusted service providers that assist us with business operations, such as website hosting, customer relationship management, scheduling, analytics, communications, and other administrative or technology services.
These service providers are permitted to use information only as necessary to perform services on our behalf and are expected to appropriately safeguard that information.
We may also disclose information when required by law, regulation, legal process, or governmental request, or when reasonably necessary to protect our rights, property, users, or others.
The sharing practices described above do not include SMS opt-in data or consent for third-party marketing or promotional purposes. Mobile information and text messaging consent will not be shared with third parties or affiliates for their marketing or promotional use.
Cookies and Tracking Technologies
Our website may use cookies and similar technologies to operate the website, remember user preferences, understand website usage, and improve the functionality and performance of our website.
We may also use analytics technologies to understand how visitors interact with our website.
You can control or disable cookies through your browser settings. Disabling certain cookies may affect the functionality of portions of the website.
Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, misuse, or destruction.
However, no website, electronic transmission, or storage system can be guaranteed to be completely secure. While we take reasonable measures to protect your information, we cannot guarantee absolute security.
Data Retention
We retain personal information for as long as reasonably necessary to provide our services, maintain business and legal records, fulfill the purposes described in this Privacy Policy, and comply with applicable legal and regulatory obligations.
Your Choices and Rights
Depending on applicable law, you may have the right to request access to, correction of, or deletion of certain personal information we maintain about you.
You may also request that we update inaccurate information or stop certain communications.
You may unsubscribe from marketing emails by using the unsubscribe instructions included in those communications.
For SMS communications, you may reply STOP at any time to opt out of future text messages. You may reply HELP for assistance.
Third Party Websites
Our website may contain links to websites or services operated by third parties. Herbert Financial Group is not responsible for the privacy practices, security, or content of third-party websites. We encourage you to review the privacy policies of any third-party websites you visit.
Children's Privacy
Our website and services are not directed toward children under the age of 13, and we do not knowingly collect personal information from children under 13.
Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes to our practices, services, technology, or legal requirements.
When changes are made, we will update the “Last Updated” date at the top of this policy. We encourage you to review this Privacy Policy periodically.
Contact Us
If you have questions about this Privacy Policy, our privacy practices, or your personal information, please contact Herbert Financial Group using the contact information provided on our website.