Social Security Numbers: Your Most Valuable Asset

We frequently receive calls from clients requesting their spouse’s, children’s, and/or parents’ social security number. By law, we cannot give clients’ social security numbers over the phone. Even if we know who’s calling. And because these numbers are more valuable than gold to identity thieves, we all need to be extra vigilant about keeping them confidential. We can only provide this information if the request is submitted in writing, via e-mail or letter, or if you visit us in person and provide the proper identification.