Privacy Policy

Effective Date: August 24, 2025

Invest With Evergreen LLC (“Evergreen,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you interact with our websites and landing pages, including https://evergreenleadpros.com/optin, and with our communications (email/SMS).

Contact Information

Business Name: Invest With Evergreen LLC

Address: 864 Grand Avenue 1085, San Diego, CA 92109, USA

Email: [email protected]

Phone: +1 (800) 829-4933

1) Information We Collect

Identifiers/Contact: name, email, phone number, mailing address.

Inquiry/Service Details: investment interests, meeting availability, preferences, and notes you submit.

SMS Program Data: mobile number, consent/opt-in status, opt-out status, message metadata (date/time, delivery), and support requests.

Technical Data: IP address, device/browser info, and cookies or similar technologies used on our sites/landing pages.

Form Content/Consent: information you submit via our forms, including consent text and checkbox status.

Note: SMS is not a secure channel for sensitive information. Please don’t send confidential financial or personal data by text.

2) How We Use Information

To respond to inquiries, provide information, schedule calls/appointments, and deliver services.

To send customer-care texts (confirmations, reminders, updates) and—if you consentoccasional marketing/promotional texts (announcements, offers).

To operate, secure, and improve our sites/communications, perform analytics, prevent fraud/abuse, and comply with legal obligations.

3) SMS Text Messaging Program

Participation is voluntary and requires your express consent via our web form (e.g., https://evergreenleadpros.com/optin).

If your form includes the statement: “I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication. Message frequency varies. Message & data rates may apply. You can reply STOP to unsubscribe at any time.” we will rely on that consent for messaging.

Message Frequency: varies (recurring).

Cost: Message & data rates may apply.

Opt-Out: Text STOP to end; you may also reply END, CANCEL, UNSUBSCRIBE, or QUIT. You’ll receive a one-time confirmation.

Help: Text HELP for assistance or contact [email protected] or +1 (800) 829-4933.

No Purchase Required: Consent is not a condition of purchase.

Carrier Disclaimer: Carriers are not liable for delayed or undelivered messages.

4) Sharing Your Information

We do not sell personal information. We may share with:

Service Providers/Vendors (hosting, analytics, CRM, messaging/A2P providers) under contract;

Legal/Compliance when required by law or to protect rights;

Business Transfers (merger, acquisition, or asset sale).

5) Your Choices & Rights

SMS: reply STOP to opt out; HELP for help.

Access/Correction/Deletion: email [email protected] (subject to legal retention).

Cookies: manage via your browser/device settings.

6) Data Retention

We keep information as needed to provide services, document consent, and meet legal requirements. Opted-out numbers are suppressed.

7) Security

We use reasonable administrative, technical, and physical safeguards. No method is 100% secure.

8) Children’s Privacy

Our services are intended for individuals 18+. We do not knowingly collect data from children under 13.

9) Changes to This Policy

We may update this Policy; the Effective Date will change when posted.

10) Contact

Questions about privacy? [email protected] or +1 (800) 829-4933.