Strauss Borrelli PLLC, a leading data breach law firm, is investigating Richard Lamore, which does business as Boundless Financial Solutions, and its professional partner J.W. Cole Financial, Inc., regarding its recent data breach. The Boundless Financial Solutions data breach may have involved sensitive personal information belonging to an undetermined number of individuals.
ABOUT RICHARD LAMORE D/B/A BOUNDLESS FINANCIAL SOLUTIONS:
Boundless Financial Solutions is a financial services firm based in Connecticut. Founded in 2009, Boundless Financial Solutions offers a variety of services to businesses, including tax planning, risk mitigation, wealth management, legal services, and business advisory services.2 Additionally, Boundless Financial Solutions provides services to individuals such as retirement planning, investment services, tax planning, estate planning, and insurance services.2 Boundless Financial Solutions partners with separate entities to supplement its own services, such as J.W. Cole Financial, Inc. for securities and J.W. Cole Advisors, Inc. for advisory services. 2 Headquartered in East Berlin, Connecticut, Boundless Financial Solutions employs over 10 individuals.
WHAT HAPPENED?
Recently, Boundless Financial Solutions reported to the Attorney General of the Commonwealth of Massachusetts that it was involved in a data breach at its professional partner, J.W. Cole Financial, Inc. in which the sensitive personal identifiable information in its systems may have been accessed. After becoming aware of the incident, Boundless Financial Solutions launched an investigation to determine the nature of the security breach. In the form breach notice, Boundless Financial Solutions does not elaborate on the nature of the security incident that impacted its systems. While the information impacted varies depending on the individual, the type of information potentially exposed includes:
- Name
- Social Security number
- Driver’s license number
- Financial account information
On December 6, 2024, Boundless Financial Solutions began mailing data breach notification letters to impacted individuals. Based on the breach notices provided to the Massachusetts residents, Boundless Financial Solutions is providing affected individuals with a list of the information impacted and 24 months complimentary identity monitoring services. A link to the form breach notification letter that Boundless Financial Solutions filed with the Attorney General of the Commonwealth of Massachusetts is below.
If you received a breach notification letter from Richard Lamore d/b/a Boundless Financial Solutions:
We would like to speak with you about your rights and potential legal remedies in response to this data breach. Please fill out the form, below, or contact us at 872.263.1100 or sam@straussborrelli.com.
