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 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 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 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
Robert Mayetta, Partner
Alice Fratus-Nodel, Client Representative
175 Main Street, Ste. 506
White Plains, NY 10601
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
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
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.
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.
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 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
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.
Lavivi Solutions LLC
103 Fordham Street
City Island, Bronx, NY 10464
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