TERMS OF SERVICE
Excelsior Leadership Development
Effective Date: August 16, 2026
Welcome to the website of Excelsior Leadership Development. By accessing or using this website, submitting a form, requesting information, scheduling an appointment, or otherwise interacting with our services, you agree to these Terms of Service.
1. Educational and Informational Purposes
Information provided through this website is intended for general educational and informational purposes. Nothing on this website should be construed as individualized financial, investment, tax, accounting, or legal advice.
Financial products and services may be subject to eligibility requirements, product terms, underwriting requirements, availability, and applicable laws and regulations.
2. Financial Services
Excelsior Leadership Development provides financial education and access to financial services through appropriately licensed financial professionals.
Any financial product recommendations will depend upon an individual's circumstances, needs, objectives, eligibility, and applicable product requirements.
3. SMS/Text Messaging
If you voluntarily provide your mobile telephone number and opt in to receive SMS communications, you may receive informational and/or marketing text messages according to the consent you selected.
Message frequency varies. Message and data rates may apply.
Reply STOP to opt out of future text messages from the applicable messaging program. Reply HELP for assistance.
Consent to receive marketing SMS messages is not a condition of purchasing any goods or services or submitting a website form.
4. SMS Eligibility and Carrier Disclaimer
You must be 18 years of age or older to use this SMS service.
Carriers are not liable for delayed or undelivered messages. Message delivery is subject to effective transmission by your wireless service provider and network availability.
5. SMS Consent and Privacy
Mobile information, including phone numbers and SMS consent information, will not be sold, rented, or shared with third parties or affiliates for their marketing or promotional purposes.
SMS opt-in and consent information will not be shared with third parties for marketing purposes.
6. User Responsibilities
By using this website, you agree to provide accurate information when submitting forms or requesting services and not to use the website for unlawful, fraudulent, abusive, or unauthorized purposes.
7. No Guarantee of Results
Financial outcomes vary based on numerous factors. Excelsior Leadership Development does not guarantee specific financial, investment, insurance, business, income, or other results from the information, products, services, or opportunities discussed through this website.
8. Third-Party Products and Services
Certain products or services discussed on this website may be provided by third-party financial institutions, insurance carriers, service providers, or other organizations. Those products and services may be governed by additional terms, conditions, disclosures, and agreements provided by the applicable third party.
9. Intellectual Property
Unless otherwise stated, the content presented on this website is intended for personal, non-commercial use. Content may not be reproduced, distributed, modified, or used commercially without appropriate authorization.
10. Website Availability
We may modify, suspend, discontinue, or update portions of this website or its content at any time. We do not guarantee that the website will always be available or free from errors or interruptions.
11. Limitation of Liability
To the extent permitted by applicable law, Excelsior Leadership Development will not be liable for losses or damages arising from reliance on general information presented on this website or from circumstances outside our reasonable control.
12. Changes to These Terms
We may update these Terms of Service periodically. Updates will be posted on this page with a revised effective date.
13. Privacy Policy
Your use of this website is also subject to our Privacy Policy, which describes how we collect, use, and protect personal information.
14. Contact Us
Questions regarding these Terms of Service may be directed to:
Excelsior Leadership Development
Contact: Tessa Conwell, Licensed Financial Professional
Email: [email protected]
Phone: (917) 859-3925