Holiday Scams to Avoid

December 22, 2014

By Allison Berger and Angela Keeley-White

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:

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

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.

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.