Privacy Policy
At Toberman Becker Wealth, LLC (“we,” “us,” “our”), protecting your privacy is a priority. This Privacy Policy explains how we collect, use, and safeguard your personal information when you opt into our SMS messaging services. By using these services, you agree to the terms of this Privacy Policy. We collect your phone number and, if provided, your name, as well as usage details related to SMS interactions, such as message delivery and responses. This information is used to send appointment reminders, account updates, financial insights, event invitations, and security alerts, as well as to manage your SMS preferences and enhance service quality. We do not sell your information to third parties, but we may share it with trusted service providers who assist in delivering SMS messages or with legal authorities when required by law. We retain your information as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce agreements.
You can opt out of SMS messaging at any time by replying STOP to any message or seek assistance by replying HELP or contacting us at service@tobermanbecker.com or (314) 783-9860. We implement reasonable measures to protect your data from unauthorized access, use, or disclosure. This Privacy Policy may be updated periodically, and changes will be posted on our website with the updated effective date. For questions or concerns, contact us at service@tobermanbecker.com, call (314) 783-9860.
Terms and Conditions for SMS Messaging Services
SMS OPT-IN OR PHONE NUMBERS FOR THE PURPOSE OF SMS ARE NOT BEING SHARED
By opting into SMS messaging services provided by Toberman Becker Wealth, LLC (“we,” “us,” “our”), you agree to receive automated and manual text messages at the phone number you provided for purposes including appointment reminders, account and financial planning updates, event invitations, and security alerts. Message frequency may vary, and standard message and data rates may apply as determined by your mobile carrier. You can opt out at any time by replying STOP to any message, after which you will no longer receive SMS communications unless you re-enroll. For assistance, reply HELP to any message or contact us at service@tobermanbecker.com or (314) 783-9860. By using our SMS services, you consent to the collection, use, and disclosure of your personal information as outlined in our Privacy Policy above.
Website Disclaimer
The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by TBW in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of TBW, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.
The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, TBW disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.
TBW does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall TW be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if TBW or a TBW authorized representative has been advised of the possibility of such damages. In no event shall TBW have any liability to you for damages, losses, and causes of action for accessing this site.
Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
