Southern Connecticut

Our Members

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.

Judith Heft, President

1177 Summer St Suite 3

Stamford, CT 06905

Tel: 203-978-1858

judy@judithheft.com

www.judithheft.com

 

20 years as personal CFO and concierge to high net worth individuals including seniors and their families. Running a household is like running a small business and we provide bookkeeping and daily money management services while working closely with our clients other advisers including eldercare managers, attorneys, and CPA’s.

Marcia L. Turner, PDMM®

Y.E.A., LLC

PO Box 584
North Branford CT 06471

T: 203-671-1923

mlturnerPDMM@outlook.com

http://www.marcialturner.com/

Marcia strives to provide a personal approach to all clients. Although her focus is members of the senior population, her experience includes working with nonprofit organizations and area churches, synagogues and local groups. She has worked and continues to work with small businesses, professional offices and residential communities.

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.

Let’s Get Organized, LLC

Nicole Silton Klemens

3 Elmwood Ave
Rye, NY 10580

C: 914-645-7511
H: 914-967-4419

nsklemens@optonline.net

Let’s Get Organized assists seniors, busy professionals and small businesses owners with managing household/small business responsibilities, including bill paying, expense tracking, appointment scheduling, budgeting and organizing paper flow/household items. In business since 2003, Let’s Get Organized prides itself on customized service to meet our client’s specific needs.

Personal Affairs Administrator, Inc.

Ilene Amiel, Founder

13 Lake Marie Lane

Bedford Hills, NY 10507

Tel: 914-980-0898

Ilene@personalaffairsadministrator.com

http:/www.personalaffairsadministrator.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 and are strictly confidential. Ilene works with busy professionals, newlyweds, retirees, individuals going through divorce, widows/widowers and small businesses.

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.

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

 

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.

A Tax Center, LLC

P.O. Box 2658

Danbury, CT 06810

Tel/Fax: 203-797-9785

Amy@ATaxCenterLLC.com

http://www.ataxcenterllc.com

We serve the Greater Danbury, CT area, including across the border into NY State. We work with individuals and small businesses.  We provide a range of services including assisting with recordkeeping and organizing financial documents, bill paying and checkbook balancing.  We also provide trusted referral services for other client needs.

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. 

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.

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