This is NOT a scam
I got this call and thought I was getting scammed when I spoke with my local Wells Fargo agents she looked up the mans name and said NO NOT a SCAM
This company works with lots of companies to help people save money
As always, people should contact their financial institution via the number on the back of their card. That is the only way to be sure they aren't being called by a scammer. Since you have something positive to say, then perhaps you can give the man's name, company name and address? Otherwise your post comes across as a shill post.