Who We Help


Individuals with medical issues who find it difficult to keep up with their finances, busy professionals who do not have time to do their own paperwork, adult children of senior citizens, among others. 

Many seniors work with NYFO services because a physical change precipitated by the aging process, such as limited vision, arthritis or other conditions, has limited their ability to follow through on tasks. Other clients are so active during their retirement that social activities and travel make it difficult to keep up with their financial matters. NYFO simplifies life by handling day-to-day financial tasks.

Adult children of seniors often seek our assistance. These clients may find themselves overwhelmed by the time required to manage their parents' affairs. They turn to NYFO when they want outside help in paying their parents’ bills, managing a Pooled Income Trust, collecting tax data and other bookkeeping issues.

In addition, many hard-working professionals request our help when they find their own financial organization challenged because of their busy lives.