Senior Concierge Service of Hudson Valley

Contact Information
Contact Name: Nick Constantino
Phone: 845-294-0123
10 Matthews Street, PO Box 1021, Goshen, New York, USA 10924

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).

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