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 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.
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
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.
Smart Daily Administrators
Mary Ellen McMahon, PDMM, CSA-Partner
Robert Mayetta, Partner
Alice Fratus-Nodel, Client Representative firstname.lastname@example.org
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.
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.