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Green State Credit Union Policies

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Privacy Policy

This privacy notice applies to greenisstate.com and describes how Green State Credit Union, LLC collects and handles information from visitors to our site.

What information do we gather?

When you fill out our request form, we collect your name, email address, phone number, ZIP code, and approximate amount of investable assets. This helps us understand whether our services may be a good fit for your situation.

We also automatically gather routine technical information as you browse: which browser you use, which pages you visit, and how you navigate the site. This data helps us see how visitors experience greenisstate.com and where we can make improvements.

How does Green State Credit Union use what you share?

We use the information from your request form to respond to your inquiry and to contact you about our services. We review it to determine whether we can help with your retirement planning or investment questions.

The data also helps us improve our website, our communications, and the way we serve educators. We may use it to meet legal or regulatory obligations that apply to our firm.

Will you share my information?

The firm does not sell personal information. We may share your details with service providers who help us operate the site, handle requests, or deliver our services. These partners work under strict confidentiality agreements. We will also disclose information when required by law.

What if I provide a phone number?

By entering your phone number in the request form, you agree that we or our representatives may call or send text messages about your inquiry. Standard carrier message and data rates may apply to SMS communications. You can stop receiving calls and texts at any time by informing us directly or replying STOP to any text message.

Can I access, correct, or delete my information?

Yes. You can ask us to show you, correct, or remove your personal information. You can also request that we stop contacting you. Submit these requests through the request form on our site. Residents of certain states, including California, may have additional rights under state privacy laws. We will respond to verified requests in accordance with applicable law.

How do we handle cookies and site storage?

Greenisstate.com does not use cookies for advertising or cross-site tracking, and we do not sell data about your browsing activity. Our hosting and security provider may place a strictly necessary cookie on your device to prevent automated attacks.

Your browser's local storage may retain the first page you visited, the website that referred you to us, and any calculator results you generated. These details are stored for up to 30 days and are shared with us only when you submit the request form. You can clear cookies and site data anytime through your browser settings.

How secure is my information?

The firm takes reasonable precautions to protect personal information through encryption and access controls. However, no internet transmission is completely secure, and we cannot guarantee absolute protection against all threats.

What if this policy changes?

We may update this privacy notice at any time to reflect changes in our practices or applicable law. The current version is always available here on this page. Continuing to use greenisstate.com after any update means you accept the new terms.

How can you reach us?

The firm 611 East Franklin Street Richmond, VA 23219 United States To ask about your information or your privacy rights, use the request form on our site.

Terms of Use

By accessing and using greenisstate.com, you agree to these terms. If you do not agree with them, please do not use this site.

This site offers general information, not personal advice

All content on greenisstate.com is general information and educational material only. It is not an offer or solicitation to buy or sell securities, and it does not constitute investment, tax, or legal advice tailored to your situation. Before making any financial decision, consult with a qualified investment professional, tax advisor, or attorney who knows your specific circumstances.

Investing involves risk

Investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results. Examples and calculations on this site are hypothetical and do not represent actual outcomes. Individual results will vary based on market conditions, timing, asset allocation, and many other factors.

Who owns the content on this site?

Green State Credit Union, LLC owns all names, logos, text, graphics, and other content displayed on greenisstate.com. You may not copy, reproduce, modify, or distribute any material from this site without our written permission. Unauthorized use is a violation of intellectual property rights.

Greenisstate.com may contain links to third-party websites for your convenience. The firm is not responsible for the content, accuracy, or privacy practices of those external sites. When you leave our site, these terms no longer apply.

Limits on our liability

To the fullest extent permitted by law, the firm will not be liable for any damages, losses, or claims arising from your use of this site or your reliance on its content, whether direct, indirect, or consequential.

Updates to these terms

The firm may modify or update these terms at any time by posting changes on this page. Your continued use of the site after any modification means you accept the updated terms.

Disclosures

The following disclosures apply to all visitors to greenisstate.com and to anyone who requests information from Green State Credit Union, LLC.

This information is general, not personalized

All content and guidance on this site is general in nature and does not account for any individual's personal goals, financial situation, or specific needs. Our services are offered only in states where the firm is authorized to operate.

Risk and investment returns

All investing involves risk, including the possible loss of principal. Diversification and asset allocation do not guarantee a profit and do not protect against loss. Past performance is no guarantee of future results. The examples and illustrations on this site are for educational purposes only and may not reflect actual results.

Current client and asset information

As of 10/19/2026, the firm serves approximately 377,000 clients and manages approximately $6.7 billion in client assets. This information is provided for context only and does not constitute an offer of services or a guarantee of any kind.

Tax and legal guidance

The firm does not provide tax advice or legal advice. Questions about your tax situation, retirement account rules, pension calculations, or estate planning should be directed to a qualified tax professional or attorney.

Requesting information is not a commitment

Submitting a request for information through this site is free. It does not create a financial advisor relationship, does not obligate you to hire our firm, and does not trigger any fees or charges. A request is simply the first step in a conversation.

Policies · Green State Credit Union, LLC · 611 East Franklin Street, Richmond, VA 23219, United States

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