Our expertise is broad. The assistance we provide depends upon the specific needs of each client.
As your Financial Organizer, NYFO does not take the place of professionals in the accounting, investment, legal or social service fields. Our services complement the work of other professionals by facilitating the completion of the day-to-day tasks rather than determining long-term plans.
Our services include bill paying services in New York, overall financial organization, maintaining Pooled Income Trusts, and much more.