Terms & Conditions

South Bay Office

2635 North First Street, Suite 230
San Jose, CA 95134
Ph: 669-342-5198

North Bay Office #1

68 Mitchell Blvd., Suite 200
San Rafael, CA 94903
Ph: 415-491-2275

SMS Terms of Service for First Street Wealth Advisors, LLC (FSWA)

By opting into SMS from a web form or other medium, you are agreeing to receive SMS messages from FSWA. This includes SMS messages for appointment scheduling, appointment reminders, post-visit instructions, or any other messages that might be utilized in providing you services from FSWA.

Generally speaking, we will provide most outbound messaging by email, secure email, phone or in writing.

Message Frequency may vary. Message and data rates may apply.

See our Privacy Policy for information about how we manage client information.

For help with SMS including opting out of SMS use, call our main number at 669-342-6198 or send a message to info@firstswa.com.