EVERGREEN FINANCIAL SERVICES

Personal Information

• Name
• Phone number
• Email address
• Physical address
• Payment information when you make a purchase or request a quote
• Information submitted through service inquiry or consultation request forms
• Communication preferences
• Opt-in records and timestamps for SMS and email communications

Non-Personal Information

• IP address
• Browser type
• Device information
• Website analytics
• Cookies and tracking technologies

Customer Communication Information

• Service inquiries
• Appointment and consultation details
• Customer support interactions
• Service history and feedback

• Provide and improve tax, financial coaching, and notary services
• Respond to requests and inquiries
• Schedule appointments and consultations
• Process communications and transactions
• Maintain communication consent records
• Improve website functionality
• Maintain security and fraud prevention procedures

By opting into our SMS messaging services, you agree to receive text messages related to Evergreen Financial Services, including:

• Appointment reminders
• Customer support updates
• Service notifications
• Important account updates

Opt-In & Consent

• You receive messages only after explicit consent
• We maintain timestamped records of opt-ins
• We comply with TCPA requirements and applicable communication regulations

Opt-Out Instructions

You will receive a confirmation message and no further messages will be sent unless you opt in again.

Or contact us at (956) 269-9301

Message Terms

• Message frequency varies
• Message and data rates may apply
• Carriers are not liable for delayed or undelivered messages
• Supported carriers include major U.S. carriers

SMS Data Protection Statement

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors supporting services such as customer support or communication delivery is permitted. Text messaging originator opt-in data and consent information will not be shared with third parties.

We do not sell, rent, or trade personal information. We may share information with:

• Scheduling platforms
• Payment processors
• CRM providers
• SMS delivery providers strictly for message delivery purposes
• Service providers supporting operations

All providers are required to maintain confidentiality.

• Encryption of sensitive data in transit and at rest
• Secure access controls and authentication mechanisms
• Regular security assessments and updates
• Employee training on data protection
• Breach notification protocols in accordance with applicable laws

No transmission method can be guaranteed 100% secure.

We may use cookies and analytics technologies to improve website experience. You can disable cookies through browser settings.

• Access your information
• Correct inaccurate information
• Request deletion where applicable
• Withdraw marketing consent
• Opt out of SMS via STOP

Our website may include links to external websites. We are not responsible for third-party privacy practices.

This Privacy Policy may be updated periodically. The latest version will always be available on our website with the effective date.

EVERGREEN FINANCIAL SERVICES
Office 16, 1401 Calle del Norte, Suite 6
Laredo, TX 78041
United States

Website: evergreenfinancialsvc.com
Phone: (956) 269-9301
Contact form: evergreenfinancialsvc.com/contact