Nassau County

Our Members

Encore Concierge Services, LLC

Vickie Faber, Notary Public

Atlantic Beach, NY 11509

Tel: 516-284-6494
Cell: 917-251-0907

Vickie@EncoreConcierge.com

www.encoreconcierge.com

Encore assists seniors, small business owners and individuals sort mail; pay bills; set-up and monitor auto pay; reconcile bank and brokerage statements; organize, set-up and maintain files; collect documentation for legal, accounting and mortgage preparation. Encore is proud of its ability to customize its services to meet the client’s needs.

New York Financial Organizers

Peter Gordon, Partner

104-40 Queens Blvd
Forest Hils,  NY 11375

Tel: 917- 279-3972

peter@nyfo.nyc

www.nyfo.nyc/

New York Financial Organizers brings order, ease and peace of mind to our clients by managing their day-to-day financial tasks. We offer a wide range of services, from organizing and keeping track of financial and medical insurance papers, to assisting with check writing and maintaining bank and credit card accounts.

Personal Financial Care LLC

Phyllis Pawlovsky, Founder

106 East 81st Street Ste 1A
New York, NY 10028

Tel: 212-744-0249
Cell: 917 603-7273

phyllis@personalfinancialcare.com

www.personalfinancialcare.com

 

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.

Personal Solutions, LLC

P.O. Box 7566
Garden City, NY 11530

Joel L. Catania, MBA, PDMM®

Tel: 516-316-0838

psllco@aol.com

www.personalsolutionsllc.biz

Personal Solutions tailors its services to assist seniors and busy professionals with their budgeting, bill paying, and bookkeeping needs. We also assist clients with compiling and collating information needed by their accountants for the preparation of tax returns. Personal Solutions has been providing reliable and confidential assistance to its client since 2004.

Smart Daily Administrators

Mary Ellen McMahon, PDMM, CSA-Partner
mem@smartdailyadministrators.com

Robert Mayetta, Partner
rpm@smartdailyadministrators.com

Alice Fratus-Nodel, Client Representative
af@smartdailyadministrators.com

175 Main Street, Ste. 506
White Plains, NY 10601

Tel: 914-644-8950

www.smartdailyadministrators.com

 

The Partners at SDA have over 50 years combined experience in financial services.  We are more than just financial organizers and bookkeepers.  It’s a partnership that blends unique skills and diverse knowledge providing reliable, confidential, trustworthy and responsive services.  Providing bill payment, bookkeeping, insurance, medical, tax, legal and estate services.

Marcia Kane Hittner

Daily Money Management
Where Your Money Matter$

7031 108 Street, Ste 11D
Forest Hills, NY 11375

718-757-0676

mhittner1@gmail.com

We provide personal-professional-confidential services to individuals and small businesses: Paying Bills, Organizing Paperwork, Reconciling Financials, Record Documentation for Tax Planning and Tracking Medical Insurance Records. When you or someone you know needs assistance with Daily Money Management, call us – Where Your Money Matter$.

Tweedy Financial Services, LLC

John Tweedy CFP®, Principal

26 Huron Road, Suite 102

Floral Park, NY 11001

T: 516-457-3846

john@tweedyfinancial.com

 

For more than 12 years, Tweedy Financial Services has been helping seniors with the paperwork that so often risks overwhelming their lives. We help with bill paying, searching for and organizing assets and liabilities, tracking expenses, preparing documents for their tax accountants, and most other organizing help needed by our clients.

LK Daily Money Management

P.O. Box 176

East Rockaway NY, 11518
T: 516-528-0206
F: 516-593-4903

Lewis Knopf, CSA – President

Lewis@lkmoneymgmt.com
Pnina Knopf

Pnina@lkmoneymgmt.com

lkmoneymgmt.com

 

Since 2008 we have helped seniors, busy professionals and people in transition (widows, widowers and divorcees) manage all aspects of their personal, administrative and daily financial life. We can also serve as Power of Attorney, Trustee or Executor if required.

Personal Bookkeeping Support, LLC

Barri Elkins, Owner

9 William Street

East Northport, NY 11731

T: 631-848-1994

barri@pbsupportllc.com

www.pbsupportllc.com

We provide professional in-home assistance to individuals who have difficulty with bill paying, budgeting and record-keeping.  Our services benefit people in transition, busy professionals, adult children who are responsible for the care of their parents and people whose medical issues prohibit them from keeping up with their finances.

Financial Sense, LLC

Keeley Kriskey, Owner
PO Box 2068
105 Hoyt Street, Darien, CT 06820

T: 203-353-0040 ext. 1

keeley.kriskey@financialsense.net

http://www.financialsense.net

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.

Eddy & Schein In-Home
Administrators for Seniors®

136 Madison Ave  6th Floor
NY, NY 10016

Tel: 212-987-1427

Rebecca R. Eddy, MBA, PDMM®
Rebecca@eddyandschein.com

Gideon Y. Schein, MBA, PDMM®
Gideon@eddyandschein.com

Diane Lansing, MBA
Diane@eddyandschein.com

Arlene Glotzer
Arlene@eddyandschein.com

http://www.eddyandschein.com/

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.

Lavivi Solutions LLC

Harlan Sexton

103 Fordham Street

City Island, Bronx, NY 10464

Tel:  516-662-2953

Harlan.sexton1@gmail.com

We combine professional organizing and productivity with handling everyday paperwork.  Our clients are small or home offices, creative studios, and families looking for order and clarity.  Primary client services:  paper and record productivity, digital file management, preparation and follow-up with insurance, tax and invoice matters.  Member:  AADMM, NAPO

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