If you are caring for a loved one with dementia and are in the Loudoun area, sign up for the Dementia Care Conference on Oct. 14, 2024. Designed for Family Caregivers and Professionals that work with older adults. Join Us. Visit blueridgedcc.com to learn more. Oct 14, 2024 9 - 4 PM Our Lady of Victory Hall / St. Francis deSales Catholic Church 37730 St. Francis Ct. Purcellville, VA 20132
MemoryBanc
消费者服务
McLean，Virginia 47 位关注者
Personal Financial Assistants. We help our clients pay bills, manage cash flow, health claims, and avoid fraud.
关于我们
We are personal financial advocates and help manage and protect day-to-day finances like bill pay and tax organization. We serve as Power of Attorney, Trustee, and Personal Representative. Insured. Bonded. In addition to estate organization, we offer: - Bill pay, mail sorting, and account reconciliation - Tax organization and financial documentation - Scam and fraud avoidance - Home maintenance and service scheduling - Medical insurance and claims support - Quicken setup, management, and reporting - Agent, executor, and probate support
- 网站
-
https://www.MemoryBanc.com
MemoryBanc的外部链接
- 所属行业
- 消费者服务
- 规模
- 2-10 人
- 总部
- McLean，Virginia
- 类型
- 私人持股
- 创立
- 2012
- 领域
- Power of Attorney、Trustee、Professional Financial Advocate、Daily Money Manager和Financial Management
地点
MemoryBanc员工
动态
-
You can download a free copy of the "What If Kit" that will provide your loved ones with the information they need to manage if you have a short-term incapacity or extended travel. #prepared https://lnkd.in/efk3drtH
Do you have a simple way for your loved ones to help you should something happen to you? I was surprised that the highest rates of disability for adults are between 55 - 64 years of age. Make sure your loved ones can help you should you need it. We provide a free "What If Kit" download on our website (no email or information needed) that takes one hour and provides a simple guide so someone can step in if you are the primary person managing your day-to-day finances. www.MemoryBanc.com #prepared #dailymoneymanagement
-
-
Kay Bransford shares with VLP Financial Advisors how Daily Money Managers help their clients and how we partner with and support Financial Advisors. We focus on the day-to-day bill pay and let the advisors help their clients grow their wealth. #DailyMoneyManagement #FinancialAdvisors
Do you know how your day-to-day finances are managed? Kay Bransford joins VLP to discuss Daily Money Managers and the importance of organizing your household finances ?? https://lnkd.in/dXfgBews #dailymoneymanager #finance #householdfinances #financialplanning #financialadvisor
-
FRAUD-BUSTER FRIDAY is free and happening on April 19, 2024 at the Fairfax County Government Center. Information sessions start at 9:00 am on how to spot scams, get tips from the FBI to protect yourself, and how artificial intelligence is enabling CROOKS to steal from you. They will have a shredding truck from 12:00 pm to 3:00 pm. #fraudprevention https://lnkd.in/ehHWX7pn
-
Linda Watkins always has a way of making tough situations joyful. In this case she also made it very profitable for her client! #succcess
Tax refunds worth more than $65,000 for our client! Unfortunately, the past process with her CPA was broken. Linda collected the tax documents, summarized the healthcare expenses and donations and now her beloved client benefits. We are honored to help and elated when our work returns so much to our clients. #dailymoneymanagement #taxdeductions #success?
-