Consumer Protection Notice

Consumer Protection Notice

Consumer Protection Notice: Beware of Unsolicited Contacts

At Senior Financial Solutions Inc., we value your trust and want to ensure your safety. Please be aware that we do not have a sales team, and no one from our office will ever reach out to you unsolicited via phone, text, or email to establish a financial arrangement. If you receive such a message, it's most likely fraudulent, or a scam.

Protect Yourself:

  • Do not respond to any unsolicited emails or texts asking you to engage in financial planning.
  • Do not click on links in these messages, as they may contain malicious content.
  • If you receive a phone call from someone claiming to offer financial solutions, say nothing and hang up immediately. Scammers may attempt to record you saying "yes" to unauthorized agreements.
  • Never give out sensitive information such as your Social Security number, driver's license number, address, or maiden name. If you are already working with us, we will have all of the identity verification information we need and will never ask you to verify it unsolicited.
If you are interested in learning more about Medicare Insurance plans, annuities, retirement plan rollovers, or IRAs, please contact our office directly. We will be happy to arrange a no-cost private consultation to discuss your options in a safe and secure manner.
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