Investigation: Southwood Financial Data Breach

A recent data breach at Southwood Financial has raised significant concerns regarding the safety of personal information. This incident highlights the growing need for vigilance in protecting sensitive data. If you believe you may have been affected by this breach, it is crucial to understand your options moving forward.

About Southwood Financial

Southwood Financial is a prominent financial services provider that offers a range of services including investment management, financial planning, and advisory services. The company is known for its commitment to customer service and maintaining the privacy of client information. However, the recent breach has put this reputation at risk and has impacted many individuals who trusted the firm with their personal data.

What Happened

In June 2025, Southwood Financial experienced a significant data breach that compromised the personal information of many clients. Although the specifics of the breach are still being investigated, it is believed that unauthorized access to sensitive data occurred, potentially exposing names, addresses, Social Security numbers, and financial details. The company has since taken steps to enhance its security measures and is working to determine the full extent of the breach.

Next Steps

If you are a client of Southwood Financial and think your information may have been compromised, it is essential to take action. We at the Srourian Law Firm (SLF) are here to help you understand your rights and options in light of this incident. Please reach out to us to discuss your situation and explore how we can assist you in protecting your information and seeking any necessary recourse.