Financial Services

Sub categories include:

Bookkeeping & Tax Preparation
Accounting, bookkeeping and tax preparation services.
Financial Assistance
Some resources that are available to support older adults looking for help with paying bills and making ends meet. Eligibility criteria varies by program - contact for details.
Financial Planning
A financial planner is an investment professional who helps individuals set and achieve their long-term financial goals.

Money Management
Assistance to clients who want help managing their day-to-day monetary affairs. These activities may include bill paying, checkbook balancing, submitting and tracking medical insurance claims, etc.
Trust Services
Estate planning.