Julianne Miller of Life Money Management reported a call seeking client information. The caller claimed to be from Adult protective services in San Mateo County and wanted to verify client income information. “I asked questions and he gave a client name which was obviously not mine’” Julianne said. “He knew my business name and …I can only guess he was trying to get “client” information.”
Keeping client information, both financial and identity, confidential is key to preventing scams. Way to go Julianne.
Julianne Miller is the owner of Life Money Management, LLC, in Tunkhannock (Scranton/Wilkes-Barre), Pennsylvania.