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Washington Avenue Advisors SMS Communications

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Washington Avenue Advisors may offer SMS/text messaging communications to clients and prospects who voluntarily opt in to receive messages from our team.

By providing your mobile phone number and opting in to receive SMS communications, you consent to receive text messages from Washington Avenue Advisors related to:

  • Appointment scheduling and reminders

  • Client service and support communications

  • Document and information reminders

  • Billing and accounting reminders

  • Account-related follow-up communications

  • Internal service coordination related to your engagement with our firm

SMS communications are intended for conversational, one-to-one client service purposes only and are not used for unsolicited marketing or mass promotional messaging.

Message Frequency

Message frequency varies depending on your interaction and engagement with our team.

Message and Data Rates

Message and data rates may apply depending on your mobile carrier and service plan.

Opt-In

You may opt in to receive SMS communications from Washington Avenue Advisors through:

  • Website forms containing SMS consent language

  • Written intake forms

  • Verbal consent provided during client interactions

  • Direct requests to communicate via text message

Consent to receive SMS messages is not required as a condition of purchasing services from Washington Avenue Advisors.

Opt-Out

You may opt out of SMS communications at any time by replying:

STOP

After opting out, you will no longer receive SMS messages from Washington Avenue Advisors unless you subsequently opt back in.

Help Instructions

For assistance, reply:

HELP

You may also contact our office directly through the contact information listed on our website.

Privacy

Washington Avenue Advisors respects your privacy.

Mobile opt-in information and SMS consent data will not be shared, sold, rented, or disclosed to third parties or affiliates for marketing purposes.

Information collected as part of SMS communications is used solely for client service and operational communication purposes in accordance with our Privacy Policy.

View our Privacy Policy here: Privacy Policy
 

Supported Carriers

SMS delivery is subject to the availability and reliability of your mobile carrier. Washington Avenue Advisors is not responsible for delayed or undelivered messages.

Contact Information

Washington Avenue Advisors

Website: https://www.waadvisors.com
Email: info@waadvisors.com
Phone: 844-678-1842

WAA_PrimaryLogomark_Navy.png

© WAA 2023

WASHINGTON AVENUE ADVISORS

Tel: 844-678-1842

Email: info@waadvisors.com

Headquarters:
1146 South Washington Avenue

Lansing, MI 48910

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Raleigh Office:

2500 Regency Pkwy

Cary, NC 27518

Las Vegas Office 
2300 W Sahara Ave #800

Las Vegas, NV 89102 

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Privacy Policy

Disclosures

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Terms & Conditions

Washington Avenue Advisors, LLC ("WAA") is a registered investment adviser located in Lansing, MI. WAA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. RIA Firm Name’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of WAA's web site on the Internet should not be construed by any consumer and/or prospective client as WAA's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by WAA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of WAA, please contact the state securities regulators for those states in which WAA maintains a registration filing. A copy of WAA's current written disclosure statement discussing WAA's business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from WAA upon written request. WAA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to WAA's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 

 

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

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