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New York Financial
Organizers, Inc.
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New York Financial
Organizers, Inc.
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New York Financial
Organizers, Inc.
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New York Financial
Organizers, Inc.
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New York Financial
Organizers, Inc.
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Do you or anyone you know need help balancing a budget?

Reach out to us for a free consultation.

About Us

Services

Maintenance of all digital and paper bills to ensure timely and efficient payment.

When necessary, serving as Power of Attorney, Executor or Trustee for clients or estates.

Home organization of all paperwork. Categorizing all transactions, sending tax information to accountants.

Organization of all medical paperwork leading to maximum coverage with minimal hassle.

Administration of Pooled Income Trust accounts for participants of New York State Community Medicaid.

Our record keeping services protect our clients' assets by reviewing and categorizing all transactions.

What Drives Us

For many people, paying bills and staying on top of their finances is a huge challenge.

Just opening the mail causes enormous anxiety for them. They feel incompetent and vulnerable, which often leads to depression.

When my own father was aging, I saw his embarrassment when he was no longer able to manage his finances and paperwork. I knew it was time for me to take this off his plate.

Blog

Peter Gordon

A few years ago, on a networking cruise around Manhattan, I met

Jacob Gordon

Medicare A and B cover up to 80% of your medical charges

Jacob Gordon

When qualifying for Medicare, most people are typically enrolled in Medicare Part

Testimonials

Peter is a lifesaver! He completely organized and helped my (very difficult!) father both in his personal and business financial life. He also helped me after my father passed away with his immensely complicated estate.  Not only is he extremely knowledgeable and skilled at what he does, but he is

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Peter and Jacob expertly and kindly provide financial services, such as bill paying and financial organization, and arranging for purchases of goods and services for my father. Since 2016 Peter’s company has provided those services with respect for my father’s diminished abilities and limitations.  My father likes Peter personally, and especially

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We wanted to let you know that Michelle left us a message after your last visit that was truly heartfelt and grateful for having your help.  Your approach really connected with her and she was very thankful to us to for having made the referral. It’s probably the first time

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Affiliations