Financial Services

Sub categories include:

Accounting, bookkeeping and tax preparation services.
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.
A financial planner is an investment professional who helps individuals set and achieve their long-term financial goals.

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.
Estate planning.