New York Financial Organizers' mission is to bring order, ease and peace-of-mind to our clients. We do this by managing the day-to-day financial tasks that can overwhelm the people we help.
As your Financial Organizer NYFO does not take the place of professionals in the accounting, investment, 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.
As an example, by organizing and maintaining accurate financial records, NYFO can easily compile the necessary documents for tax preparation by an accountant. When your accountant has prepared the required tax returns, NYFO makes sure they are correctly signed, that the appropriate checks are attached, and that returns are mailed on time.
NYFO does not offer legal, investment, tax or medical advice. However, we have relationships with numerous professionals, with an abundance of different specialties. By understanding your needs, and pertinent issues, NYFO can refer you to organizations and professionals qualified to provide the other services you may need.
Peter's focus is on client service and marketing. After learning to navigate the tricky waters of Medicare, Medicaid, community trusts and estate planning for his own parents, Peter began NYFO in 2015. His goal is to help others gain peace of mind and security with their families, or their own, financial affairs.
Peter earned a BA in Political Science from the University of Buffalo and an MBA in Finance from Baruch College. After spending three years at Sanford Bernstein & Co., in marketing services he began his own computer graphic design business, Gordon Associates Inc., in 1990. In 1997 Peter teamed with Harvey Appelbaum, an award winning creative director, and formed inc3. In 2005, inc3 was sold to Kay Printing, a Clifton, New Jersey company, and re-branded as Kay Multimedia (KMM). In 2011 Peter became the Director of New Business Development for Dorian Orange, a Motion Design firm dedicated to producing captivating, innovative and memorable brand messages.
Peter is a member of the American Association of Daily Money Managers (AADMM) and the President of the Greater New York Chapter of the AADMM. He is a Certified Senior Advisor (CSA), a member of the Orion Resource Group and has taken courses in Geriatric Care Management at the Brookdale Center for Healthy Aging. He lives in Forest Hills, NY, is married and has two sons.