Take Charge of your Finances

December 22, 2014

Holiday Scams to Avoid

Angela Keeley-White

Allison Berger

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

Copyright: / 123RF Stock Photo

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December 22, 2014

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Take Charge of your Finances

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.

As an experienced Financial Advisor and partner, Allison’s purpose is to inspire clients to create lives of abundance now while laying the foundation for a prosperous future.

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