Caymus Financial Services

11/19/2023

An amazing look into the life of Liliane Bettencourt, a woman worth Billions, and the men in her life who took advantage of her as she aged, and the battle by her only daughter to intervene to protect her. This is why I LOVE my job.

Comment un conflit entre la femme la plus riche du monde et sa fille a-t-il tourné au scandale national ? Cette série documentaire captivante raconte toute l'histoire.

05/24/2023

Had a new client of about 6 weeks tell me today, “You are a gift from above, because the waters around my finances get clearer to me every time you are here”. This brought tears to my eyes and I don’t show that side of me, especially in front of a client . Well, I can’t say that today. It hit a nerve and I’m humbled!

02/25/2023

The people who are supposed to be caring for your loved ones got away with this for a period of time before they were caught. At Caymus Financial, we utilize many monitoring tools that would have caught these fraudulent transactions within minutes of it occurring. Reach out to us for a FREE Consultation on protecting finances from Bad Actors.

Four nursing home employees were arrested after detectives said a large-scale fraud scheme that involved 14 elderly victims.

10/20/2022

A client yesterday said, “I am at a point where I really should know when bills are due and if they got paid, but I’m so comfortable knowing you are taking care of everything, that it doesn’t scare me anymore and I don’t HAVE TO know that stuff. I’m so glad I have you.”

It’s that sincere feedback that makes us love what we do!

10/02/2022

BREAKING NEWS:
On or Before November 1st, we will be offering Remote Online Notarizations via OneNotary.us

08/22/2022

Scammer Tips for the week, compliments of our friends at Citibank. You should never wire or send money to:

*Any stranger, no matter what reason they give
*Anyone claiming your account is compromised
*Anyone who claims to be from a government agency
*A telemarketer trying to sell you something
*Unauthorized, unverified cryptocurrency sites or salespeople
*Anyone asking you to send money to yourself
💰

07/21/2022

Today is the day for getting educated on Scams that impact you financially and how to avoid them!!

Protect Yourself from Scams!

Mark your calendar for Thursday at 12.📆
I will be chatting with Diane Bakkum Remaly about protecting seniors - and all of us - from scams.
Join us on Zoom and get all your questions answered and find out things to be on the look for.

Sign up ⤵️
https://fb.me/e/1iARogvkm

07/13/2022

When you listen carefully to your clients rather than always speaking to your clients, you will learn so much !!!

05/26/2022

It's "been a minute" since we've made a post, but we've been working really hard getting our new Florida location up and running. We're celebrating our 1st Work-A-Versary in Tampa!! Thanks to everyone for their continued support of our business expansion.

06/24/2021

Let the celebration begin....we've landed in Tampa, Florida and can't be more thrilled to be offering Caymus Financial daily money management services (non-investment) to our Senior and Veteran communities. We pride ourselves on bringing those same morals & values we have always lived by to the Sunshine State. We're honored to be here!!!

05/14/2021

Exciting News!!! Caymus Financial is expanding into the Sunshine State of Florida on June 1st. We will be offering Daily Money Management services (non-investment) for individuals, solopreneurs, small business owners and busy professionals in Tampa, Clearwater and St. Petersburg. Stay Tuned for more updates!!