Financial Services

Welcome to the Financial section of the AgingOptions Resource Guide

Most people think that by having a healthy nest egg, they will be fine financially in retirement. However, the truth is that no matter how big your nest egg, without proper planning your money will not help you avoid institutional care and hardships in retirement. There are many problems that money can’t solve.

If you are having trouble determining what kind of professionals help you need, check out the AgingOptions Free Learning Center. You’ll find a variety of free information, including what to look for in a professional, how to choose the right provider, how to hold them accountable, and much more.

Financial Services

  • Carol Freidman 

    Household Affairs Management

    New Rochelle, NY - 10804
    914-633-4141

  • Renay Bedora 

    Organized Instincts, LLC

    Kennesaw, GA - 30156
    770-975-2850

  • Dave Stacy 

    Ambassador Senior Advisors

    Dayton, OH - 45458
    937 212-0944

  • Lori Reif 

    LR Services, LLC

    Saint Paul, MN - 55122
    651-683-0898

  • Lisa Edwards 

    LifeSolutions of Eastern North Carolina, Inc.

    Trent Woods, NC - 28562
    252-633-6088

  • Nicole Engelman 

    N. Engeleman

    Brooklyn, NY - 11233
    646-321-7589

  • Richard Goldsmith 

    TaMi Consulting, LLC

    Ol Bethpage, NY - 11804
    516-445-2813

  • David Fulton 

    Garrett Investment Advisors, LLC

    Colorado Springs, CO - 80920-5008
    (719) 685-0600

  • Julie Shallow 

    Julie\u2019s Desk

    Moseley, VA - 23120
    804-304-3366

  • Lynne Peterson 

    Bellavissa, LLC

    Mount Pleasant, SC - 29466
    410-218-4034

  • Jennifer Acheson 

    Checks & Balances, LLC

    Simsbury, CT - 06095
    860-916-4831

  • Diane Johnston 

    Johnston Financial Organizing

    Lincoln, CA - 95648
    650-703-6702

  • Donna Pollack 

    Daily Financial, LLC

    Davidson, NC - 28036
    201-820-5505

  • Cari Dawson 

    Cari's Custom Organizing

    Los Angeles, CA - 90050
    323-600-4993

  • Brenda Hellums 

    Warren Averett LLC

    Montgomery, AL - 36109
    334-387-3614

  • Charles Samaha 

    Daily Money Managers, Inc.

    Rockland, DE - 19732
    609-790-3980

  • Maria Peterson 

    Senior Supportive Services, LLC

    Edmonds, WA - 98020
    206-819-2359

  • Glenda Thomas 

    nCeptive Daily Money Manager

    Sudbury, MA - 01776
    617-803-5016

  • Meryl Schaffer 

    T.L.C. Daily Money Mentor, LLC

    Olney, MD - 20832
    301-260-7428

  • Bode Hennegan 

    Life Managers and Associates

    Flourtown, PA - 19031
    484-433-0055

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