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First Reliance Bank

Tips on Protecting Financial Information

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Protecting your financial information is always a top priority for us. The Internal Revenue Service (IRS) recently reminded us that tax-related scams are still pervasive.  I believe you can never be too careful when it comes to protecting your information privacy. Here are some suggestions for thinking ahead of potential scams:

  • Never share any personal or financial information when contacted unexpectedly.
  • Question all unsolicited emails, before opening any contained links. Try hovering your mouse over a link to ensure it’s encrypted (often denoted with an https://).
  • Phony emails may be characterized by poor grammar and a lack of formatting.
  • Are you being told not to contact your lawyer, accountant or another third party? It’s probably a scam.

For these reasons, we are not allowed to send money to you without verbal confirmation, and we cannot send money to a third party without written authorization from you.  If you have not already, I strongly encourage you to set up a bank draft, so that we may deposit money directly to your bank account-and ONLY your bank account- upon your request.  It’s like a check being sent to you, but without the delay of mail.

If you ever receive an email from us that looks questionable, asks you for money, or asks you for information that you are comfortable sharing, please call us!

If you do receive a questionable communication from any source, investigate further by doing an internet search for legitimate contact information before divulging anything. Should you have further questions, please feel free to contact us.

Scott Mitchell
Senior Wealth Advisor, RJFS
First Reliance Wealth Strategies
843-779-5430
2170 W. Palmetto St.
Florence, SC 29501
and
135 S. Dargan Street, Suite 200
Florence, SC 29506

Schedule a call with me : http://signaurewealthgroup.as.me/Scott-Mitchell

www.FirstRelianceWealthStrategies.com

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, an independent broker/dealer, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.  First Reliance Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.   Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.  First Reliance Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.

First Reliance Wealth Strategies and Raymond James Financial Services does not accept orders and/or instructions regarding your account by e-mail, voice mail, fax or any alternate method.  Transactional details do not supersede normal trade confirmations or statements.  E-mail sent through the Internet is not secure or confidential.  Raymond James Financial Services reserves the right to monitor all e-mail.  Any information provided in this e-mail has been prepared from sources believed to be reliable, but is not guaranteed by Raymond James Financial Services and is not a complete summary or statement of all available data necessary for making an investment decision.  Any information provided is for informational purposes only and does not constitute a recommendation.  Raymond James Financial Services and its employees may own options, rights or warrants to purchase any of the securities mentioned in e-mail.  This e-mail is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material.  Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited.  If you received this message in error, please contact the sender immediately and delete the material from your computer.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC


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