XA Financial Services LLC team

Manage Your Communication Preferences

Our team communicates with clients about appointments, document requests, status updates, and general support. Use the form below to let us know the best way to reach you — and to consent to receiving text or phone updates from our team.

Client support team
We're here for you

Reach us by phone or text

Why We Collect Your Contact Preferences

We believe every client deserves timely, personal communication — not automated marketing blasts.

When you work with our team, there are moments where a quick update makes all the difference: your application moved forward, a document is needed, or your appointment is coming up. We use your contact preferences to make sure those updates reach you in the way that works best for you.

This form is how you tell us how to reach you. You can opt in to receive text messages for account status updates, appointment reminders, and support follow-ups. You're in control — you can opt out at any time by replying STOP.

  • Appointment reminders so you never miss a step
  • Document requests sent directly to your phone
  • Application status updates as things progress
  • Support follow-ups when you have questions

Client Communication Preferences