Your Senior Partners, LLC

Founded in 2011 as The Money Moxie, Senior Partners is a Daily Money Management company that provides peace of mind to seniors who are struggling with their daily life and money matters. Services are provided by compassionate, resourceful "Senior Partners" who are extremely organized, financially savvy and can help seniors stay independent. The company is insured and bonded and works with seniors who: ? Have no family ? Have family who live far away ? Are recent widows or widowers where the spouse that died took care of all the daily financial matters Senior Partners works with adult children who: ? Are part of the Sandwich Generation and have no time to deal with the day-to-day personal financial issues of their aging parents ? Don't have the skill set to handle their aging parents day-to-day personal financial affairs ? Are geographically far away from their aging parents and can't help them with their day-to-day personal financial affairs The company works with the following industry professionals who see their senior clients struggling with their day-to-day personal financial affairs and want a trusted advisor with a personal touch to help advocate for their needs: ? Eldercare and Estate Planning Attorneys ? Accountants/CPA's ? Financial Services Providers including Wealth Managers, Insurance Agents, and Financial Planners ? Senior Service Providers including Home Care, Hospice, and Social Workers The team at Senior Partners give seniors peace of mind by providing in-home services that include: ? Bill-paying ? Mail review ? Budgeting ? Bank and credit card reconciliations ? Telephone vendor trouble-shooting ? Financial organization ? Professional services coordination ? Professional Fiduciary ? Mobile Notary ? Computer skills assistance ? Protection against fraud and scams ? Referral resource Senior Partners offers a free 15-minute phone consultation to all potential clients. Call now to schedule one today.

网站

https://www.yourseniorpartners.com

Your Senior Partners, LLC的外部链接

所属行业

金融服务

规模

2-10 人

总部

Norcross，GA

类型

私人持股

创立

2011

领域

Senior Citizens、Daily Money Management、Professional Fiduciary和Financial Organization