We provide our clients with customized services to meet their needs. We service our clients in their homes, places of business, or remotely. We are a full service daily money management firm. We also organize tax records, manage estate settlement, bookkeeping, scanning and shredding of documents, and related business services.
Liberty Paperwork comes to your home to help with financial organization of seniors, busy professionals and disabled people. Our services include assistance with bill paying, budgeting, cash flow, document management and reporting. We also give talks to area groups about keeping organized and avoiding scams.
Since 1998 O.R.D.E.R. has been managing personal business matters for individuals and small businesses. Services include assisting with organizing and managing everyday financial transactions and records, handling insurance issues, estate management, home inventory creation, and managing household projects. We also act as your advocate with financial, legal and medical professionals.
Eddy & Schein In-Home
Administrators for Seniors®
136 Madison Ave 6th Floor
NY, NY 10016
Rebecca R. Eddy, MBA, PDMM®
Gideon Y. Schein, MBA, PDMM®
Diane Lansing, MBA
Eddy & Schein has served seniors and busy professionals since 2000, organizing and managing their financial, legal, personal and insurance matters. We help seniors stay safely in their own homes, coordinating their relationships with attorneys, investment advisers, accountants, geriatric care managers, and others, adding to the team as needed.
Financial Sense offers bill paying, bank account reconciliation, expense tracking, and financial reporting services to individuals who do not have the time, interest, or ability to manage their day-to-day personal finances. We work closely with our clients’ financial advisors, accountants, and attorneys to help monitor and grow their wealth.
Mange 4 Me is a full service money management firm, helping individuals and small businesses with all aspects of managing finances, including bill paying, organizing records, creating budgets, paying down debt, negotiating with creditors and much more. We take great care to work sensitively, professionally and confidentially.
MoneyCare Financial provides a wide range of personal business assistance to people who want help managing their day-to-day monetary affairs. I bring clarity and order to managing personal bills, budgets and records for those people who have difficulty with, or lack the time needed for handling personal monetary affairs.
Certifications: Some of our members hold one or more professional certifications, as noted in their contact information, including:
PDMM®: Professional Daily Money Manager, American Association of Daily Money Managers