Consumer Alert: Crestwood Advisors Is Not Affiliated with Crestwood Loan Advisors

Crestwood Advisors does not provide loans or use telemarketing services. We are aware of reports involving an unrelated third party using a similar name.

Your financial security is important to us. At Crestwood, we are committed to helping our clients stay alert and guard against fraud and financial scams.

Please exercise caution if you receive any unsolicited request for money or sensitive information. Never send funds, initiate wire transfers, or provide information to anyone you have not independently verified.

Scams can occur through email, mail, phone calls, text messages, or online communications or come from trusted individuals or organizations. Staying informed about common scam tactics can help protect you and your loved ones.

Stay Informed About Scams

The Federal Trade Commission provides up-to-date information on common scams, fraud prevention tips, and ways to protect your personal and financial information.

Explore their resources to stay informed and stay one step ahead of scammers.

1. Loan Scams
2. Tech Support Scams
3. Job Scams
4. Fake Prize, Sweepstakes, and Lottery Scams
5. Phishing Scams
6. AI – Voice Cloning Scams

Additional information on consumer protection, common scams, and tips to safeguard your finances, please visit the Federal Trade Commissions – Consumer Advice Page.

If you suspect you have been a victim of fraud, contact the Federal Trade Commission or contact the Consumer Fraud Division of your state Attorney General.

Tips to Help You Avoid Common Scams

Your financial security is important to us. Fraudsters continue to develop new ways to target individuals through phone calls, emails, text messages, mail, and online communications. The following tips can help you recognize and avoid common scams.

1. Protect Your Personal Information

• Never provide personal or account information in response to unsolicited requests.
• Financial institutions will not ask for highly sensitive information, i.e., Social Security numbers, account numbers, passwords, or PINs through unsolicited calls, emails, or messages.
• Limit the amount of personal information you share on social media, as scammers will use it to build trust or impersonate others.

2. Secure Your Accounts and Devices

• Use strong, unique passwords for financial and online accounts and avoid reusing passwords across multiple platforms.
• Enable multi-factor authentication when available.
• Keep your computer, mobile device, and security software up to date.
• Log out of financial accounts when using shared or public computers.

3. Monitor Your Financial Activity

• Review account statements and transaction history regularly for unauthorized or unfamiliar activity.
• Set up account alerts, if available, to notify you of large transactions or changes to account information.
• Report suspicious activity as soon as it is detected.
• Be alert to investment-related scams.

4. Use Caution Online

• Do not click on ads, emails, or websites offering free gift cards, prizes, or unexpected refunds.
• Avoid responding to suspicious emails, text messages, automated calls, or social media messages.
• Avoid clicking links or downloading attachments from unknown or suspicious senders.
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5. When in Doubt, Verify

• Fraudsters often create urgency or pressure to act quickly. Take your time.
• If an offer sounds too good to be true, it likely is.
• Be skeptical, and always verify the authenticity of unsolicited calls, emails, or messages before responding.