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(781) 435-2000

Privacy Policy

Effective Date: May 2025

Harper Financial Associates is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and safeguard your personal information, particularly concerning our SMS (Short Message Service) communications.

  1. Information We Collect

When you opt in to receive SMS messages from us, we may collect the following information:

  • Personal Information: Your name, phone number, and any other information you provide.
  • Consent Records: Documentation of your consent to receive SMS messages.
  • Message Data: Details about the messages we send you and your interactions with them.
  1. How We Use Your Information

We use the collected information to:

  • Send you SMS messages you’ve opted to receive, including updates, reminders, and promotional content.
  • Improve our services and communications.
  • Comply with legal obligations and protect our rights.
  1. Sharing Your Information

We do not sell, rent, or share your personal information with third parties for their marketing purposes. We may share your information with trusted service providers who assist us in operating our SMS services, provided they agree to keep your information confidential and use it only for specified purposes.

  1. Data Security

We implement reasonable security measures to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the internet or electronic storage is 100% secure.

  1. Your Choices
  • Opt-Out: You can opt out of receiving SMS messages from us anytime by replying “STOP” to any message. After opting out, you will no longer receive SMS messages from us unless you opt back in.
  • Access and Correction: You may request access to or correction of your personal information by contacting us at Harper Financial Associates.
  1. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically.

  1. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us at:

By mail:
Harper Financial Associates
LLC, 99 Derby St., Suite 200, Hingham, MA 02043

By phone:
(781) 435-2000

By email:
Ballen@harperfinancialassociates.com