Daily Money Manager
Jacob Gordon, Daily Money Manager/Vice President
New York Financial Organizers, Inc.
We provide daily money management services including bill pay, insurance claim submission, income and expense tracking, tax document collection and Pooled Trust administration. We also serve in fiduciary capacities such as Power of Attorney, Health Care Proxy, Executor and Trustee for our clients when necessary.
We are one of the largest Daily Money Management firms in the Greater New York Area and serve the five boroughs (including Staten Island), Long Island, Westchester, Connecticut and New Jersey. Our clients range from various circumstances and financial resources and we pride ourselves on our flexibility and diversity among our clientele.
East Rockaway, NY
LK Daily Money Management
Lewis is a seasoned professional who provides help with day to day financial matters. As a Daily Money Manager and Fiduciary (Trustee, POA) some of the services he provides are: bill paying; banking and account reconciliation; organization of all personal documents; negotiation with creditors; preparation or review of insurance claims; entitlement assistance (medicare/medicaid); referrals to: financial planners, Elder Law and Trust and Estate attorneys, Accountants (CPAs), Geriatric Care Managers, transition specialists and others.
Services are customized to meet needs and are provided to seniors or family members on their schedule at their locations.