Senior Concierge Service of Hudson Valley

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

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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