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.
Full-Service Daily Money Management Financial Sense provides daily money management services to those who seek to reclaim time in their busy lives and the peace of mind that comes with organization and understanding of their personal finances. We form personal relationships to understand your full financial picture. Our full service approach follows our methodical process […]
Full-Service Daily Money Management Financial Sense provides daily money management services to those who seek to reclaim time in their busy lives and the peace of mind that comes with organization and understanding of their personal finances. We form personal relationships to understand your full financial picture. Our full service approach follows our methodical process […]
I am a confidential and experienced financial organizer working in the New York-New Jersey tri-state (Westchester, Bergen, and Rockland Counties). Since 2008, my focus has been on seniors and their paperwork challenges. Working in clients’ homes, I work along side you or for you– sorting mail, identifying the most important items, paying bills, gathering tax […]