Last Updated: May 23, 2026
Introduction
Eagle Advising & Marketing LLC ("Company," "we," "us," or "our") respects your privacy and is committed to protecting the information you share with us. This Privacy Policy explains how we collect, use, store, disclose, and safeguard information when you access our website, submit forms, communicate with us, or use our services.
By using our website or services, you consent to the practices described in this Privacy Policy.
Information We Collect
We may collect personal, technical, and usage-related information, including but not limited to:
Personal Information:
Name
Email address
Phone number
Business name
Industry information
Appointment information
Communication preferences
Information voluntarily submitted through forms, chat widgets, calendars, surveys, SMS, phone calls, or other communications
Technical and Usage Information:
IP address
Browser type
Device information
Operating system
Referral URLs
Website activity and interactions
Cookies and tracking data
Approximate geolocation information
Analytics and diagnostic data
Communication Data:
SMS/text message interactions
Email interactions
Call records
Voicemails
AI-generated communication records
Customer support communications
How We Use Information
We may use collected information for business and operational purposes, including:
Providing requested services
Responding to inquiries
Scheduling appointments
Sending communications
Delivering SMS/text messages
Operating AI-powered communication systems
Improving website performance and user experience
Monitoring system functionality and security
Preventing fraud, abuse, or unauthorized activity
Enforcing our Terms & Conditions
Complying with legal obligations
Marketing and advertising purposes
Analytics and business intelligence
SMS/Text Messaging Consent
By providing your phone number through our website, forms, chat widgets, calendars, surveys, landing pages, or other communication methods, you expressly consent to receive communications from Eagle Advising & Marketing LLC, including:
SMS/text messages
Automated messages
AI-assisted communications
Appointment reminders
Marketing communications
Follow-up messages
Message frequency may vary. Message and data rates may apply.
Consent is not a condition of purchase.
You may opt out at any time by replying STOP to any text message. Reply HELP for assistance.
We are not responsible for delays, carrier filtering, message failures, or undelivered communications caused by third-party carriers or providers.
Cookies and Tracking Technologies
We may use cookies, pixels, web beacons, analytics tools, and similar technologies to:
Improve website functionality
Analyze traffic and usage trends
Measure marketing performance
Personalize user experiences
Support advertising and remarketing efforts
You may modify your browser settings to disable cookies; however, some website functionality may be affected.
Sharing of Information
We do not sell your personal information for direct monetary compensation.
However, we may share information with:
Service providers
Software vendors
CRM platforms
Telecommunications providers
Hosting providers
Analytics providers
Payment processors
AI and automation providers
Advertising and marketing partners
Contractors and consultants
Legal and regulatory authorities when required
These third parties may process data on our behalf and may maintain their own privacy policies and practices.
Third-Party Platforms and Services
Our services may rely upon third-party systems, software, AI providers, telecommunications carriers, hosting providers, CRM platforms, and automation tools.
We are not responsible for:
Third-party privacy practices
Data handling by external providers
Platform outages
Security incidents caused by third parties
Carrier filtering or message blocking
AI inaccuracies or generated content
Use of third-party services is at your own risk and subject to their respective terms and privacy policies.
Data Security
We implement commercially reasonable administrative, technical, and organizational safeguards intended to protect information from unauthorized access, disclosure, misuse, or destruction.
However, no system, network, transmission method, or electronic storage method can be guaranteed to be fully secure. You acknowledge and accept these inherent risks when using our website and services.
Data Retention
We may retain information for as long as necessary to:
Provide services
Maintain business records
Comply with legal obligations
Resolve disputes
Enforce agreements
Improve operations
Protect legal interests
We reserve the right to retain and archive data as permitted by law.
Your Rights and Choices
Depending on your jurisdiction, you may have rights regarding your information, including:
Accessing information
Correcting inaccurate information
Requesting deletion
Opting out of marketing communications
Withdrawing consent where applicable
To exercise any rights, contact us using the information below. We reserve the right to verify identity before processing requests.
Children's Privacy
Our website and services are intended for business users and individuals over the age of 18. We do not knowingly collect information from children under 18.
International Users
If you access our website or services from outside the United States, you understand and agree that your information may be transferred to, processed in, and stored in the United States or other jurisdictions where privacy laws may differ from those in your location.
Limitation of Liability
TO THE MAXIMUM EXTENT PERMITTED BY LAW, EAGLE ADVISING & MARKETING LLC SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, EXEMPLARY, OR PUNITIVE DAMAGES ARISING OUT OF OR RELATED TO:
DATA BREACHES
UNAUTHORIZED ACCESS
THIRD-PARTY SYSTEM FAILURES
CARRIER FAILURES
COMMUNICATION DELAYS
AI-GENERATED CONTENT
DATA LOSS
WEBSITE INTERRUPTIONS
SECURITY INCIDENTS
YOUR USE OF OUR WEBSITE AND SERVICES IS AT YOUR OWN RISK.
Changes to This Privacy Policy
We reserve the right to modify or update this Privacy Policy at any time without prior notice. Changes become effective immediately upon posting to this page.
Your continued use of our website or services after updates constitutes acceptance of the revised policy.
Contact Information
Eagle Advising & Marketing LLC
Waxhaw, North Carolina
Email:
[email protected]