Rockland County, Orange County

Our Members

Personal Money Manager

Karen R. Caccavo, MBA, NY Notary

New City, NY 10956

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.

Senior Concierge Service of the Hudson Valley

Nick Constantino, Owner

10 Matthews Street, 2nd Floor

Goshen, NY 10924

T: 845-294-0123

We help seniors, and all those in need, preserve their independence by assisting with daily life and money matters!

Financial Sense, LLC

Keeley Kriskey, Owner
PO Box 2068
105 Hoyt Street, Darien, CT 06820

T: 203-353-0040 ext. 1

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.

Manage 4 Me, LLC

Karen E. Abrams, JD/MBA, President

18 Carlisle Road

Wayne, New Jersey 07470

Tel:  973-868-6333


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.

Savvy Money Inc.

Dawn Hayes, President

185 Mills Road, PO Box 163

North Salem, NY 10560

Tel: 914-588-5268

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

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.