If you or a loved one lack time or struggle with bill paying, preparing checks or bank deposits, balancing your checkbook, or organizing and maintaining financial records, or need fiduciary services, you are not alone. MoneyCare Financial, LLC can provide a wide range of personal assistance to people who want help managing their day-to-day monetary affairs. MoneyCare Financial brings clarity and order to managing personal bills, budgets and records. Please give me the opportunity to bring you the peace of mind that comes from knowing your financial affairs, or those of a loved one, are in sound financial order.
Bernie Sokal is the Founder and President of MoneyCare Financial, LLC. Bernie holds an MBA from the Columbia Business School in Finance and Money & Financial Markets. After a successful 38-year career working for Citigroup and JPMorgan Chase, he wanted to utilize his financial expertise and enter a profession that truly helps people – Daily Money Management.