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Program Personal Money Manager:

Personal Money Manager

  • Description:

    Personal money manager who works safely with seniors at their kitchen tables or home offices. Assists with paying bills, gathering information at tax time, setting up and maintaining filing systems and completes forms and paperwork. Coordinates with clients' families and trusted advisors to help get important work completed on a timely basis.

    Provider:Personal Money Manager
    Areas Served:Rockland
    Transport Available:No
    Telephone:

    (914) 288-5229 or (845) 634-0076

    Last Update:3/24/2025 10:41 AM
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