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.
Administrative Solutions LLC
Yvonne Balkema, DMM, NJ Notary
92 Tamboer Drive
North Haledon, NJ 07508
I provide administrative and financial organizational assistance to seniors, busy professionals and those who have difficulty or time constraints in managing their home financial affairs. My goal is to provide my clients with security and a sense of well-being from knowing your financial and personal matters are in order.
Fylstra & Fylstra, LLC assists seniors and small businesses with financial management, bill paying, bank reconciliations, medical claims, tax planning and income tax preparation. Our focus is on the peace of mind our clients have when their financial obligations are met with professionalism, ethics and confidentiality.
Whether you are recently widowed and your spouse handled all the finances, you have elderly parents that need assistance, or you are retired and looking to travel and enjoy your hobbies, I can help you maintain control of your finances without feeling like you are drowning in paperwork.
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.
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.
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.
Smart Daily Administrators
Mary Ellen McMahon, PDMM, CSA-Partner
Robert Mayetta, Partner
Alice Fratus-Nodel, Client Representative email@example.com
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.
Paage et Cie
Personal Management Services
Claudette E. Paage, President
59 Beech Hill Road
Scarsdale, NY 10583
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 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.
In Order, Inc.
Deborah Gussoff, CPO®, MBA
PO Box 177
Montville, NJ 07045
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.
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