Fraudsters are after your money. Please be aware of an increase in phone, email, text, and mail/mailbox- based scams requesting your personal information, PINs, and debit cards. Scammers can alter the number and name sent to your caller ID or email to disguise their identity. Never give out your online banking credentials, log in or account information to anyone contacting you, including someone claiming to be from Allegacy. When in doubt, call us at 336.774.3400 to confirm or to report suspected fraud.

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Author: Suzie

multi-generation family holding hands while walking in park

Leaving a Legacy

Posted in Financial PlanningTagged Estate, Estate Planning, Legacy

You’ve worked hard over the years to accumulate wealth, and you probably find it comforting to know that the assets you leave behind after your death will continue to be … Continue reading →

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