New York City

Our Members

Nicole Engelman

T: 646-321-7589

engelman.nicole@gmail.com

I have worked in New York City for 10 years helping busy professionals and seniors in managing their financial organizational needs, navigating insurance issues and handling everything from estate and royalty management to rental properties.

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

http://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.

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$.

New York Financial Organizers

Peter Gordon, Partner

104-40 Queens Blvd
Forest Hills, NY 11375

Tel: 917-279-3972

peter@nyfo.nyc

http://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.

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.

Get Organized AJN

Amy Jo Neill, Owner

PO Box 565
Dobbs Ferry, NY 10522

Tel: 917-579-7316

getorganizedajn@gmail.com

Get Organized AJN provides support to seniors and busy professionals with managing their household financial lives. This includes bill paying, estate management, record keeping for tax purposes and medical insurance tracking. We take care so that the individual’s personal financial affairs are kept organized and on track.

Household Affairs Management

Carol Freidman, President

61 Bayberry Lane
New Rochelle, NY 10804

Tel: 914-633-4141

carol@householdaffairsmanager.com

All services are customized to meet each client’s needs. I can review the mail and assist with bills, aid with home organization and budgeting; and communicate with family and other professionals. A background in computer consulting adds advice and education on household technology–computers, smart phones and tablets–to my services.

In Order, Inc.

Deborah Gussoff, CPO®, MBA

PO Box 177
Montville, NJ 07045

Tel: 973-334-3477

deborah@inorder.com

http://www.inorder.com/

In Order, Inc. has been helping clients organize all areas of their lives, including financial organizing, bill paying, budgeting, medical claims processing, and organizing related paperwork since 1994.

Liberty Paperwork Solutions LLC

Emily Lutz, PDMM®, Owner

551 Valley Rd, Ste. 198

Montclair, NJ 07043

T: 973-462-5733

Emily@LibertyPWS.com

http://www.libertypaperworksolutions.com/

Liberty Paperwork comes to your home to help with financial organization for 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.

Personal Affairs Administrator, Inc.

Ilene Amiel, DMM, CDFA, CMC

Mount Kisco, NY 10549

Tel: 914-980-0898

Ilene@personalaffairsadministrator.com

www.personalaffairsadministrator.com

www.divorcefinancialconsultant.com

 

Ilene Amiel, founder of Personal Affairs Administrator, Inc. provides financial organizing and management of personal, financial, legal and insurance matters. Services are customized to the needs and preferences of the client. Ilene works with seniors, busy professionals,  individuals going through divorce and small businesses.

Ilene is a CDFA – Certified Divorce Financial Analyst and a CMC – Certified Money Coach

Personal Money Manager

Karen R. Caccavo, MBA, NY Notary
New City, NY 10956

Tel: 845-634-0076

Karen@personalmoneymanager.net

http://www.personalmoneymanager.net/

In my eighth year as a daily money manager/financial organizer, I help clients who can’t or don’t want to or don’t know how to get their paperwork under control. With professionalism, expertise, and care, I can bring you peace of mind by helping you set up systems for paperwork success.

Personal Solutions, LLC

P.O. Box 7566
Garden City, NY 11530

Joel L. Catania, MBA, PDMM®

Tel: 516-316-0838

psllco@aol.com

http://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.

Redlig Financial Services Inc.

40 Prescott Avenue, Suite 1L
White Plains, NY 10505

T: 646-827-3600 (NYC)
T: 914-946-7725 (Westchester)

egilder@redlig.com

http://www.redlig.com/

We are a full service CPA firm serving individual and family clients with day to day tax, payroll, administrative and money management services. We also perform all required legal and reporting for fiduciaries and trustees.

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

T: 914-644-8950

http://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.

Elliott In-Home Administrators

Steven Elliott

10 West 15 Street

New York, New York 10011

Tel:  212-691-7820

mailto:skehome@aol.com

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

http://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.

 

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.

Paage et Cie

Personal Management Services

Claudette E. Paage, President

59 Beech Hill Road

Scarsdale, NY 10583

Tel: 914-725-0343

www.paageetcie.com

 

 

 

Paage et Cie acts as a personal and financial confident, discreetly and privately bringing order to all facets of our clients’ lives.  Comprehensive services include personal, household, family, money and lifestyle management.  Author of No Time Like Now, A Guide to Organizing Your Life’s Traditional And Digital Information. 

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.

JK Daily Money Management, LLC

John Kennedy, MBA, CSA

130 West 24th Street, Suite 2C

New York, New York 10011

Tel:  646-924-5605

JohnK@jkmoneymgmt.com

Drawing upon almost 30 years of financial services experience, JK DMM looks to serve individuals who need assistance managing their day-to-day financial affairs.  Services include bill paying, bank and credit card statement reconciliation, preparing and monitoring medical insurance claims, record keeping for tax preparation as well as other organizational needs.

Manage 4 Me, LLC

Karen E. Abrams, JD/MBA, President

18 Carlisle Road

Wayne, New Jersey 07470

Tel:  973-868-6333

mailto:Karen@manage4me.net

htpp://www.manage4me.net

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, LLC

Bernie Sokal, President

P.O. Box 303

Morganville, NJ 07751

Tel:  908-770-2695

bernie@moneycarefinancial.com

http://www.moneycarefinancial.com

 

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.

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

Savvy Money Inc.

Dawn Hayes, President

185 Mills Road, PO Box 163

North Salem, NY 10560

Tel: 914-588-5268

dawn@savvymoneyinc.com

www.mysavvybooks.com

Savvy Money Inc. creates calmness out of chaos, organizing financial matters for seniors, small business owners, and busy professionals.  As the liaison with your accountant, portfolio manager, and family members, the open channels of communication avoids financial surprises.

April F. Locke, President

5A Spencer Place

Ossining, NY 10562

Tel: 917-520-7245

april@afpersonalsolutions.com

www.afpersonalsolutions.com

We offer a concierge service for managing household finances.  Options for seniors or busy professionals include paying bills, managing bank and credit card accounts, bookkeeping, budgeting and home office organizing.  Our goal is to create a support system that puts you back in charge of your life.