Services

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, overall financial organization, maintaining Pooled Income Trusts, and much more.

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.

Do you or anyone you know need help balancing a budget?

Reach out to us for a free consultation.