Privacy Policy
Effective Date: March 31, 2026
1. Introduction
CORE Solutions Group, LLC (“CORE Advisors,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at core-advisors.com and use our scheduling and lead capture services.
By accessing or using our website, you agree to the terms of this Privacy Policy. If you do not agree, please do not use our website.
2. Information We Collect
Information You Provide
When you interact with our website or scheduling system, we may collect:
- Full name
- Phone number
- Email address
- Property information (type, value, location) shared during discovery calls
- Any other information you voluntarily provide
Information Collected Automatically
When you visit our website, we automatically collect certain information, including:
- IP address and approximate geographic location
- Browser type and version
- Device type and operating system
- Pages visited, time spent, and navigation patterns
- Referring URL and search terms
- Click interactions (buttons, links, video plays)
- Scroll depth and engagement time
Cookies and Tracking Technologies
We use cookies, pixels, and similar tracking technologies to collect information and improve our services. These include:
- Google Analytics 4 (GA4) — website analytics and user behavior tracking
- Google Ads — conversion tracking and remarketing
- Google Tag Manager (GTM) — tag management for tracking scripts
- Meta Pixel (Facebook) — conversion tracking, ad optimization, and retargeting
- iClosed — scheduling platform for booking discovery calls
- localStorage — stores campaign attribution data (UTM parameters, click IDs) for up to 90 days
3. How We Use Your Information
We use the information we collect to:
- Schedule and conduct discovery calls
- Provide cost segregation information and savings estimates
- Respond to your inquiries and requests
- Improve our website, services, and user experience
- Analyze website traffic and advertising performance
- Deliver targeted advertising through Google and Meta platforms
- Measure the effectiveness of our marketing campaigns
- Comply with legal obligations
4. How We Share Your Information
We do not sell your personal information. We may share your information with:
- Service Providers — Third-party platforms that help us operate our business, including Google (Analytics, Ads), Meta (Facebook, Instagram), iClosed (scheduling), and GoHighLevel (CRM and website hosting)
- Marketing Partners — Top Shelf IT Solutions, Inc., our marketing agency, to manage advertising campaigns and analyze performance
- Legal Requirements — When required by law, regulation, or legal process
- Business Transfers — In connection with a merger, acquisition, or sale of assets
5. Your Choices and Rights
Cookies
Most web browsers allow you to control cookies through their settings. You can set your browser to refuse cookies or alert you when cookies are being sent. However, disabling cookies may affect your experience on our website.
Opt-Out of Targeted Advertising
- Google Ads: Visit Google Ad Settings
- Meta Ads: Visit Facebook Ad Preferences
- General: Visit Network Advertising Initiative Opt-Out
Do Not Track
Our website does not currently respond to “Do Not Track” browser signals.
California Residents
If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect, the right to request deletion, and the right to opt out of the sale of personal information. To exercise these rights, contact us using the information below.
6. Data Retention
We retain personal information for as long as necessary to fulfill the purposes described in this policy, comply with legal obligations, resolve disputes, and enforce our agreements. Campaign attribution data stored in localStorage expires after 90 days.
7. Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your personal information. However, no method of transmission over the Internet or electronic storage is completely secure, and we cannot guarantee absolute security.
8. Third-Party Links
Our website may contain links to third-party websites or services. We are not responsible for the privacy practices or content of those third parties. We encourage you to review their privacy policies before providing any personal information.
9. Children’s Privacy
Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we learn that we have collected information from a child, we will take steps to delete it promptly.
10. Changes to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date. Your continued use of our website after changes are posted constitutes your acceptance of the updated policy.
11. Contact Us
If you have questions about this Privacy Policy or our data practices, please contact us:
CORE Solutions Group, LLC
Email: [email protected]
Phone: (888) 706-4646
Website: core-advisors.com