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Details

General Info

Bringing clarity and order to the bill-paying, budgeting and recordkeeping needs of busy professionals, aging parents, "sandwich generation" members, widows and divorcees.

Hours
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Contact Info

Phone:

Main - 516-316-0838

Address:

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Categories
Financing Services, Financial Services, Financing Consultants
Services / Products
Confidential, professional and personal assistance with your important paperwork needs: bill-paying, account reconciliations, banking, budgeting, estate & tax records, file organization, expense & investment monitoring, medical claims, receivables & payables, compilation of important recordkeeping needs. These services can be coordinated with your personal attorney, investment advisor and accountant.
Associations
American Association of Daily Money Managers
AKA

Personal Solutions, LLC

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Data provided by one or more of the following: Thryv, Data Axle, Yext.