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 […]
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.
New York Financial Organizers’ mission is to bring order, ease and peace-of-mind to our clients. We do this by managing the day-to-day financial tasks that can overwhelm the people we help. As your Financial Organizer, NYFO does not take the place of professionals in the accounting, investment, or social service fields. Our services complement the […]
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 […]