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SMS Terms of Service

Last updated: August 04, 2026

By opting in to SMS communications from Portfolio Financial Services ("The Financial Professional Group LLC"), you agree to the following terms:

Program Description

Portfolio Financial Services operates an SMS communication program under The Financial Professional Group LLC. Subscribers who opt in will receive recurring text messages that may include notifications when new editorial content is published, general commentary on relevant topics, curated informational content, and promotional offers. Each message identifies Portfolio Financial Services as the sender and includes instructions to opt out.

Message Frequency

Message frequency varies based on our publishing schedule. You may receive multiple messages per month.

To Opt Out: Reply STOP to any message to unsubscribe at any time.

For Help: Reply HELP or contact us at gdonovan@portfoliofinancialservices.com or 12105460254.

Message & Data Rates

Standard message and data rates may apply. Check with your carrier for details.

Supported Carriers

Most major US carriers are supported including AT&T, T-Mobile, Verizon, and others.

Carrier Liability

Carriers are not liable for delayed or undelivered messages.

Privacy

We respect your privacy. Phone numbers and personal data are not shared with third parties for marketing purposes. See our Privacy Policy for details.

Consent

By opting in, you consent to receive recurring automated marketing and informational SMS messages from Portfolio Financial Services. Consent is not a condition of purchase.

Eligibility

You must be 18 years or older and a resident of the United States to participate in this SMS program.

Changes to Terms

We may update these SMS Terms from time to time. Continued receipt of messages after changes constitutes your acceptance.

Contact Information

For questions about our SMS program, contact:

  • Email: gdonovan@portfoliofinancialservices.com
  • Phone: 12105460254
  • Address: 14286 Savannah Pass, San Antonio, TX, 78216, US
Home Privacy Policy Terms & Conditions SMS Terms

The content delivered through this SMS program is editorial and informational in nature. It does not constitute personalized advice of any kind. Any commentary, opinions, or promotional offers shared via text are for general informational and educational purposes only. Past results or experiences referenced in our publications are not indicative of future outcomes, and no specific results are guaranteed.

The Financial Professional Group LLC, operating as Portfolio Financial Services, makes no representations or warranties regarding the accuracy, completeness, or timeliness of any content delivered through this program. We are not responsible for any decisions made based on the content of our messages or linked publications.

In no event shall The Financial Professional Group LLC, its officers, directors, employees, or affiliates be liable for any direct, indirect, incidental, special, or consequential damages arising from your use of or reliance on any content delivered through this SMS program. Our maximum aggregate liability shall not exceed the amount you paid to access this service, if any.

© 2026 The Financial Professional Group LLC. All rights reserved. | gdonovan@portfoliofinancialservices.com