Privacy Policy

Portfolio Greenvale ("the Company," "we," "us") provides advisory and referral services across lending, insurance, digital payments, investments, home warranty and debt relief. This policy explains what information we collect when you use our site or work with an advisor, and how that information is handled.

1. Information We Collect

• Contact details you submit through our forms, such as name, email, phone number and mailing address.
• Financial information you choose to share with an advisor for the purpose of matching you with a loan, insurance, investment or debt-relief product, including income range, existing obligations and credit-related details.
• Technical information such as browser type, device type, and general usage data collected automatically when you browse this site.

2. How We Use Information

Information you provide is used to respond to your inquiry, match you with an appropriate lending, insurance, payment, investment, home warranty or debt-relief partner, and to service any ongoing advisory relationship. We do not sell personal financial information to unrelated third parties for their own marketing use.

3. Sharing With Partners

Where a request requires it — for example, submitting a loan or insurance application — relevant details are shared with the specific lender, carrier or partner you have agreed to work with, and only to the extent needed to process that request.

4. Data Security

We apply administrative, technical and physical safeguards designed to protect personal and financial information against unauthorized access, alteration or disclosure, consistent with applicable federal and state financial privacy regulations, including consumer financial privacy notice requirements that apply to companies offering lending, insurance and related products.

5. Your Choices

• You may request access to, correction of, or deletion of personal information we hold about you, subject to record-keeping obligations under applicable financial regulations.
• You may opt out of marketing communications, including the newsletter, at any time using the unsubscribe link in any email.
• You may decline to provide financial information, though this may limit our ability to match you with specific loan, insurance or investment products.

6. Retention

Financial and advisory records are retained for the period required under applicable state and federal recordkeeping rules for lending, insurance and financial advisory activity, and securely disposed of afterward.

7. Contact

Questions about this policy can be sent to info@PortfolioGreenvale.info or mailed to 136 Madison Avenue, New York City, NY 10016.

Terms & Conditions

These terms govern your use of the Portfolio Greenvale website and advisory services. By submitting a form, requesting a callback, or engaging an advisor, you agree to the terms below.

1. Nature of Our Services

Portfolio Greenvale acts as an independent advisory and referral service across loans, insurance, digital payments, investments, home warranty and debt relief. We are not a bank, insurance underwriter, or securities exchange. Final approval of any loan, policy, account or investment product rests with the relevant licensed lender, carrier, payment processor or financial institution, not with us.

2. Eligibility

Our services are intended for individuals at least eighteen years of age who are legally able to enter into financial agreements under the laws of their state of residence.

3. No Guarantee of Approval or Returns

• Submitting an inquiry does not guarantee approval for any loan, insurance policy, credit product, or investment account.
• Investment products, including mutual funds, gold, equities and digital currency, carry risk, including the risk of loss of principal, and past performance referenced by any partner is not a guarantee of future results.
• Debt relief and debt settlement outcomes vary and are not guaranteed; participation may affect credit standing.

4. Advisory Fees & Partner Compensation

In some cases we may receive compensation from a lending, insurance, payment or investment partner when a referral results in a completed application. This does not change the price you are quoted by that partner, and we disclose the nature of any such relationship upon request.

5. Accuracy of Information

You agree to provide accurate and current information when requesting a loan, insurance quote, investment consultation, or debt-relief review. Inaccurate information may delay or void an application with the relevant partner.

6. Limitation of Liability

To the extent permitted by applicable state and federal law, Portfolio Greenvale is not liable for decisions made by third-party lenders, insurance carriers, payment processors or investment custodians, including denials, rate changes, or delays outside of our direct control.

7. Governing Law

These terms are governed by the laws of the State of New York, without regard to its conflict-of-law principles, and applicable federal financial services regulations.

8. Changes to These Terms

We may update these terms from time to time. Continued use of our site or services after an update constitutes acceptance of the revised terms.

9. Contact

Questions about these terms can be sent to info@PortfolioGreenvale.info or mailed to 136 Madison Avenue, New York City, NY 10016.