Money Management Services
Do you need assistance with “money issues”?
Does mom or dad?
Services offered to seniors, small business owners, non-profit organizations and all in need, include:
- Bill paying assistance,
- Banking services – including making deposits,
- Account reconciliation services,
- Assistance with medical claims, denials, etc.,
- Assistance with creditors,
- Mail Review and Organization,
- Review Insurance Policies (if requested)
- (Multi-state licensed agent/broker; multi-state approved insurance instructor),
- Power of Attorney acceptance,
- Notary Public,
- Appointment Setting & Reminder Services,
- Organizing bills, insurance documents, etc.,
- Referral service – lawyers, tax professionals, etc.,
- Customized services to fit your needs.
¡Hablo y entiendo un pocito de español, pero tengo un asociado que lo habla con fluidez! También puede enviarme un mensaje usando WhatsApp (845-342-2828).