Bank-Assist of Florida, LLC

Bank-Assist of Florida, LLC

Categories

FINANCIAL SERVICES

About Us

Bank-Assist of Florida offers personalized, in-home financial assistance provided by your own dedicated Daily Money Manager (DMM) professional.

During your initial consultation, we will conduct a thorough financial review and create a plan of assistance specifically tailored to your needs, whether it be on a weekly, monthly, or as-needed basis.

We are insured and bonded, and registered with the American Association of Daily Money Managers!

Who We Assist:
Seniors
Adult children caring for their parent(s)
Persons experiencing a life transition (e.g. divorce, death of spouse, chronic illness)
Persons with disabilities
Busy professionals and their small businesses
Young Adults wanting guidance or help building healthy financial habits

How We Can Help:
Banking Assistance - including checkbook balancing, recording of transactions, bill payment, statement review, dispute resolution
Estate, Trust, and Tax document preparation
Document retention & organization
Credit report review
Identity Theft and Fraud support
Notary services
Online/mobile/tablet assistance
Mail sorting
Medical bill reconciliation
Budgeting and financial health education
Collaboration with legal, tax, finance professionals, and referrals to other community resources
Personal concierge services
and much more!

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Rep/Contact Info

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Cathleen Levine
Owner

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