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phone scams

Stay Safe: Watch out for These Phone Scams

UncategorizedBy Kristi SullivanJanuary 24, 2018

A conversation that has come up repeatedly for me lately is the number of elderly people being scammed over the phone for money.  Phone scams are nothing new, but just a reminder to keep an eye on your older friends and relatives who may fall victim to this popular mode of theft.   Here’s what…

Kristi Sullivan, CFP®, is your trusted partner in financial planning. With 27 years of expertise and a commitment to personalized service, Kristi helps clients navigate the complexities of wealth management, retirement planning, and investment strategies.

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