Suffolk 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 Hills, 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 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.

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

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.

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

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.

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

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.

LK Daily Money Management

Lewis Knopf, CSA – President

Lewis@lkmoneymgmt.com

Pnina Knopf

Pnina@lkmoneymgmt.com

P.O. Box 176
East Rockaway, NY 11518

T: 516-528-0206

F: 516-593-4903

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.