AM-Financial - Daily Money Managers

As your Daily Money Managers at AM Financial, we are your personal financial assistant. After just one session you’ll feel more in control of your budget, your savings goals and your life. We provide comprehensive services that aid our clients with their day-to-day financial affairs. We serve seniors, busy professionals, high net worth individuals and clients that are unable to manage their own finances. Every client’s financial circumstances is different. We customize our services based upon the unique needs and desires. Our service may include the following: - Bill paying, including calls to payees regarding incorrect bills and preparation of payment for clients approval. - Reconciling checking accounts and investment statements. - Preparing and making bank deposits. - Organizing tax documents. - Negotiating with creditors. - Reviewing medical insurance papers and verifying proper processing of claims. - Providing general organization of financial papers and systems. - Referring clients to legal, tax, and investment professionals and to community resources. Consultations by appointment. We come to you in Miami-Dade and Broward County, Florida. We offer remote services for other areas. Background Check Cleared by Global Investigative Services, Inc.

网站

https://www.am-financial.com/

AM-Financial - Daily Money Managers的外部链接

所属行业

金融服务

规模

2-10 人

总部

Pembroke Pines，FL

类型

上市公司

创立

2021

领域

daily money manager、personal financial assistant、budget planning和american association of daily money managers