Holiday Scams to Avoid

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This time of year is very common for scams and identity theft to occur. A recent article by USA Today, discusses 6 holiday scams to be aware of that are associated with the following:

  1. Computer hacks and card processors of major retailers
  2. Online shopping (be sure you are on the site of a reputable retailer)
  3. Package delivery scams
  4. Electronic holiday greeting cards
  5. Holiday smartphone apps
  6. Charity scams

Copyright: / 123RF Stock Photo

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Allison Berger

As an experienced Financial Advisor and partner, Allison builds custom financial solutions to enhance today and enrich tomorrow for our Wealth Management clients. Allison has a particular interest in working with clients in or on the cusp of retirement who want to delegate their portfolio management so they can enjoy life.

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Angela Keeley-White

Angela Keeley-White is our Client Service Manager. She is responsible for managing our firm’s client communications, social media content, digital initiatives, and onboarding new clients.

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