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SMS Terms of Service 

SMS Messaging

 1. This campaign allows financial advisory offices and their clients to converse and exchange SMS messages in a legally compliant manner. Message topics include support, appointment scheduling, account management, informational campaigns, and general customer interaction.

2. You can cancel the SMS messaging at any time. Just text "STOP" to the phone number. After you send the SMS message "STOP" to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just let us know as you did the first time and we will start sending SMS messages to you again.

3. If you are experiencing issues with the messaging program you can reply with the keyword  HELP for more assistance, or you can get help directly at {support email address or toll-free number}.

 4. Carriers are not liable for delayed or undelivered message

5. As always, message and data rates may apply for any messages sent to you from us and us from you. You will receive varying message frequency as the messaging is conversational in nature. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.

 6. If you have any questions regarding privacy, please read our privacy policy.

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Peters Financial LLC

1657 W. Broad St. #5, Richmond, VA 23220

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Financial, investment, and estate advisory services offered through Peters Financial LLC. Brokerage and custodial services offered through Charles Schwab Co. Inc., member FINRA and SIPC. Peters Financial LLC and Charles Schwab Co. Inc. are not affiliated. David Peters also offers tax services through Peters Tax Preparation & Consulting, PC. Peters Tax Preparation & Consulting, PC. Other than being under the same ownership, Peters Tax Preparation & Consulting, PC and Peters Financial LLC are not affiliated and clients or prospective clients of one are never obligated and receive no financial compensation or discount for using another.

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This website is for informational purposes only and does not fully describe our investment services or performance. It is not a solicitation or offer to sell securities or advisory services except in states where we are registered or exempt. Information provided, including market data and articles, is from sources we believe reliable but is not guaranteed for accuracy or timeliness. Past performance is not indicative of future results. We are not liable for errors, delays, or interruptions in the information provided.

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NO WARRANTIES, EXPRESS OR IMPLIED, ARE MADE REGARDING THE ACCURACY, COMPLETENESS, OR OUTCOMES FROM ANY INFORMATION ON THIS OR LINKED WEBSITES.

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© 2025 by Peters Financial Group

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