Terms of Service
Last updated: April 1, 2026
Welcome to FinancialAIvisor. These Terms of Service ("Terms") govern your use of the website located at financialaivisor.com and all related services provided by Hello Thesa LLC dba FinancialAIvisor ("we," "us," or "our"). By accessing or using our website and services, you agree to be bound by these Terms.
1. Services
FinancialAIvisor provides AI-powered lead generation, advertising management, and automated lead follow-up services for financial advisors and financial services professionals. Our services include, but are not limited to, paid advertising campaign management, AI-powered lead qualification and appointment booking, and CRM integration.
2. Eligibility
You must be at least 18 years old and capable of forming a binding contract to use our services. By using our website, you represent and warrant that you meet these eligibility requirements.
3. Account and Information
When you submit information through our website forms, you agree to provide accurate, current, and complete information. You are responsible for maintaining the confidentiality of any account credentials and for all activity that occurs under your account.
4. Acceptable Use
You agree not to:
- Use our website or services for any unlawful purpose
- Attempt to gain unauthorized access to our systems or networks
- Transmit any viruses, malware, or other harmful code
- Interfere with or disrupt the integrity or performance of our website
- Reproduce, duplicate, copy, sell, or exploit any portion of our website without express written permission
- Use automated systems (bots, scrapers) to access our website without our consent
5. Intellectual Property
All content on this website, including but not limited to text, graphics, logos, images, software, and design elements, is the property of Hello Thesa LLC dba FinancialAIvisor or its licensors and is protected by applicable intellectual property laws. You may not use, reproduce, or distribute any content without our prior written consent.
6. Service Disclaimers
FinancialAIvisor is a marketing and lead generation service. We are not a registered investment advisor, broker-dealer, or financial planner. We do not provide financial advice, investment recommendations, or securities services. Our services are designed to help financial professionals grow their client base through advertising and AI-powered lead management.
While we strive to deliver results, we do not guarantee specific lead volumes, conversion rates, or revenue outcomes. Results vary based on market conditions, geographic location, target audience, and other factors outside our control.
7. Third-Party Services
Our services may integrate with or link to third-party platforms including but not limited to Google Ads, Facebook Ads, and CRM systems. Your use of these third-party services is subject to their respective terms and policies. We are not responsible for the content, practices, or availability of third-party services.
8. Limitation of Liability
To the fullest extent permitted by law, Hello Thesa LLC dba FinancialAIvisor shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of profits, data, or business opportunities, arising from your use of our website or services, even if we have been advised of the possibility of such damages.
Our total liability for any claims arising from or related to these Terms or our services shall not exceed the total amount you paid to us in the twelve (12) months preceding the claim.
9. Indemnification
You agree to indemnify, defend, and hold harmless Hello Thesa LLC dba FinancialAIvisor, its officers, directors, employees, and agents from and against any claims, liabilities, damages, losses, and expenses arising from your use of our website or services or your violation of these Terms.
10. Termination
We reserve the right to suspend or terminate your access to our website and services at any time, with or without cause, and with or without notice. Upon termination, your right to use our services will immediately cease.
11. Governing Law
These Terms shall be governed by and construed in accordance with the laws of the State of Texas, without regard to its conflict of law provisions. Any disputes arising from these Terms shall be resolved in the courts located in Travis County, Texas.
12. Changes to These Terms
We may update these Terms from time to time. Any changes will be posted on this page with an updated "Last updated" date. Your continued use of our website after any changes constitutes acceptance of the revised Terms.
13. Contact Us
If you have any questions about these Terms of Service, please contact us at:
Hello Thesa LLC dba FinancialAIvisor
Email: contact@financialaivisor.com