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.
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 […]
Personal Financial Care LLC has provided financial care-taking services to seniors and busy professionals for over 20 years. Services include: bookkeeping, income/expense tracking, bill paying and problem resolution, banking, file organization, tax related activities, filing and tracking medical claims, employee and payroll matters, estate liquidation/downsizing.
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.
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 […]
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