Westchester County

Our Members

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, divorce 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 Daily Money Manager,  CDFA – Certified Divorce Financial Analyst and  a CMC – Certified Money Coach

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

Tel: 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.

Renda Daily Money Management LLC

Christine Renda

North Salem, NY 10560

Tel: 917-608-9003

Christine@RendaDMM.com

www.RendaDMM.com

Personal financial consultants helping clients organize their day-to-day financial affairs since 2008. Clients include small businesses, high net worth individuals, seniors and families looking to manage their personal finances more effectively. Bookkeeping, cash flow management, bill paying, record keeping, tax preparation, back office optimization.

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.

Personal Money Manager

Karen R. Caccavo, MBA, NY Notary

New City, NY 10956

T: 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.

Redlig Financial Services Inc.

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

Tel: 646-827-3600 (NYC)
Tel: 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.

Let’s Get Organized, LLC

Nicole Silton Klemens

3 Elmwood Ave
Rye, NY 10580

Cell: 914-645-7511

Tel: 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 specificneeds.

Household Affairs Management

Carol Freidman, President

61 Bayberry Lane
New Rochelle, NY 10804

Te: 914-633-4141

carol@householdaffairsmanager.com

http://www.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.

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.

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 advisers, accountants, and attorneys to help monitor and grow their wealth.

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.

Personal Solutions, LLC

P.O. Box 7566
Garden City, NY 11530

Joel L. Catania, MBA, PDMM®

T: 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.

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.

A Tax Center, LLC

P.O. Box 2658

Danbury, CT 06810

Tel/Fax: 203-797-9785

Amy@ataxcenterllc.com

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 record keeping 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. 

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.

AF Personal Solutions, LLC

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.