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SEP
20
Notice of the recent Equifax Breach

In response to inquiries from many clients and prospects over the last few days regarding the news media reports of the Equifax data breach, we are providing the following information and guidance. Cambridge is closely monitoring the incident with our clients in mind.

 

Cambridge has extensive protections in place intended to ensure that whenever one of our clients contacts Cambridge directly regarding their investment accounts or their records, we authenticate the identity and authority of the person before we take any action or share any information. Based on what we know per various public reports, we believe the stolen information impacted by the breach is not sufficient to circumvent our authentication procedures, and we are exercising heightened alertness for any emerging risks related to the breach.

 

 

 

 

Thomas Bucklin, RICP®

Fortress Financial

41 Old Oyster Point Rd, STE G

Newport News, VA 23602

Phone: 757-283-5307

Fax: 757-750-0052

 

 

Financial Investments, College, Insurance, and Retirement PlanningServices

 

Visit us on the web at http://www.fortressfinancial.net

 

 

     *Planning to retire soon or know someone considering retirement?  We can assist in making this transition a smooth one by reviewing company retirement plans and offering financial advice for this new phase.

 

     *Perhaps you have a friend who is struggling to discover a path to financial independence.  May we help?  We would value your introduction.  We will honor your referral with a commitment to help your friend achieve their dreams.

 

"Registered Principal, offering securities through Cambridge Investment Research Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative, offering advisory services through Capital Investment Advisors, Inc.  A Registered Investment Advisor, Cambridge, Capital Investment Advisors, and Fortress Financial are separate and unrelated companies and not affiliated.

 




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Thomas Bucklin, Registered Principal offering securities through Cambridge Investment Research, Inc. A Broker/Dealer. Member FINRA/SIPC. Investment Advisor Representative offering advisory services through Capital Investment Advisors, Inc., a Registered Investment Advisor, Cambridge, Capital Investment Advisors, and Fortress Financial are separate and unrelated companies.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.



This communication is strictly intended for individuals residing in the state(s) of AL, CO, DE, FL, IL, IA, KY, MD, MI, MN, NM, RI, SC, TN, VA and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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