Last Updated: August 24, 2026
These Terms & Conditions govern your use of the Herbert Financial Group website, services, and SMS messaging program. By using our website, submitting information through our forms, or opting in to receive text messages, you agree to these Terms & Conditions.
SMS Messaging Program
Herbert Financial Group offers an SMS messaging program to communicate with individuals who have provided their mobile phone number and consented to receive text messages from us.
By opting in, you may receive recurring informational and marketing text messages from Herbert Financial Group.
Messages may include:
Appointment confirmations and reminders
Appointment scheduling and follow-up communications
Service-related notifications and updates
Educational financial and tax planning information
Newsletters and business updates
Information about Herbert Financial Group services
Occasional marketing and promotional communications
Message frequency varies depending on your interactions with Herbert Financial Group and the services or communications you have requested.
Consent to receive marketing text messages is not a condition of purchasing any goods or services.
Opting Out of SMS Messages
You may opt out of the Herbert Financial Group SMS messaging program at any time.
Reply STOP to any text message from Herbert Financial Group to unsubscribe.
After you send STOP, you may receive a confirmation message indicating that you have been unsubscribed. After your opt-out request has been processed, you will no longer receive SMS messages from us unless you subsequently provide consent to receive messages again.
SMS Support and Help
If you need assistance with our SMS messaging program, reply HELP to any text message from Herbert Financial Group for help.
You may also contact Herbert Financial Group using the contact information provided on our website.
Message and Data Rates
Message and data rates may apply.
Your wireless carrier's standard messaging and data rates may apply to messages sent or received in connection with the Herbert Financial Group SMS messaging program.
Message frequency varies.
Supported Carriers and Carrier Liability
Delivery of SMS messages is subject to effective transmission by your wireless carrier and network provider.
Carriers are not liable for delayed or undelivered messages.
Herbert Financial Group cannot guarantee that every SMS message will be delivered, as delivery may be affected by your wireless carrier, network availability, device compatibility, or other circumstances outside our control.
Age Requirement
The Herbert Financial Group SMS messaging program is intended for individuals who are 18 years of age or older.
By opting in to receive SMS messages, you confirm that you are at least 18 years old and are authorized to provide the mobile phone number submitted.
SMS Consent
By providing your mobile phone number and affirmatively opting in to SMS communications, you consent to receive recurring informational and marketing text messages from Herbert Financial Group at the number provided.
Consent is voluntary and is not a condition of purchasing any goods or services.
Message frequency varies. Message and data rates may apply.
Reply STOP to unsubscribe or HELP for assistance.
Privacy
Your privacy is important to Herbert Financial Group. Information collected through our website and SMS messaging program is handled according to our Privacy Policy. Mobile information and SMS opt-in consent will not be sold or shared with third parties or affiliates for their marketing or promotional purposes.
Please review our Privacy Policy for additional information about how Herbert Financial Group collects, uses, protects, and discloses personal information.
Privacy Policy: https://go.herbert-financial.com/privacy-policy-herbert
Website and Service Information
Information provided through the Herbert Financial Group website, communications, educational materials, emails, or SMS messages is provided for general informational purposes. Information provided through these communications should not be considered individualized tax, legal, investment, or financial advice unless specifically provided as part of an established professional engagement.
Individual circumstances vary, and users should consult appropriate qualified professionals regarding their specific situation.
Changes to These Terms
Herbert Financial Group may update these Terms & Conditions periodically to reflect changes to our services, messaging practices, legal requirements, or business operations. When changes are made, the “Last Updated” date at the top of this page may be revised. Continued participation in our services or messaging program following applicable changes constitutes acceptance of the updated terms.
Contact Us
If you have questions about these Terms & Conditions, the Herbert Financial Group SMS messaging program, or your communications preferences, please contact Herbert Financial Group using the contact information provided on our website.