The ANA Group is a Daily Money Management and financial Power of Attorney and fiduciary company, serving Westchester, New York City and surrounding areas. Virtual services are available nationwide. Established and trusted since 2010.
I am a Certified Daily Money Manager. So proud to have chosen Daily Money Management as my profession. My background in the Health Insurance industry as a Business Analyst in the IT (Computer Technology) department enables me to understand the processes and systems to accomplish the tasks in the most efficient manner. As more seniors […]
About Alexis Boccanfuso is a Certified Professional Organizer with a focus on Financial Organizing. She provides financial organizing and daily money management services to individuals, families, seniors, and businesses. With over two decades of experience in the business world, Alexis knows her way around numbers, people, details, project management and problem solving. Her professional organizing […]
Nicole Klemens, owner of Let’s Get Organized, LLC offers in-home and virtual assistance to seniors, busy professionals and small business owners with daily money management tasks including (but not limited to) bill paying, medical insurance submissions, bank reconciliations, on-line ordering, scheduling of home services and scheduling of medical appointments. In business since 2004, Let’s Get […]
JK Daily Money Management is dedicated to managing your day-to-day financial affairs. Whether it is paying bills, monitoring bank and credit card statements, tracking medical claims, or organizing tax documents, we assist clients in developing and implementing solutions to streamline and maintain their financial life.
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