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

  • Susan St Angelo 

    My Trusted Partner, LLC

    Indianapolis, IN - 46280
    317-590-8723

  • Tracey Hall 

    Assistance a la Carte

    Tulsa, OK - 74114
    918-859-0654

  • Kathy Ganley 

    Ganco Financial Managment

    Ellicott City, MD - 21043
    410-903-4940

  • Dianne McMillen 

    Everyday Money Matters

    Dover, NH - 03820
    603-801-5210

  • Tim Hoeweler 

    Ambassador Senior Advisers

    Dayton, OH - 45458-3745
    937 212-0944

  • Leona O'Connor 

    Fiscal Effects, LLC

    Stuart, FL - 34997
    646-408-9044

  • Judy Heft 

    Judith Heft & Associates, LLC

    Greenwich, CT - 06830
    203-978-1858

  • Robert Mayetta 

    Smart Daily Administrators, LLC

    White Plains, NY - 10601
    914-644-8950

  • Catherine Hazlehurst 

    Catherine Hazlehurst Daily Money Manager

    New Canaan, CT - 06840
    203-241-4822

  • John Hovis 

    Personal Finance Assistant

    Matthews, NC - 28105
    704-351-2176

  • Cathy O'Brien 

    Jugel Daily Affairs Management, LLC

    Roswell, GA - 30075
    478-335-9467

  • Heather Riner 

    All About Aging, LLC

    Winter Haven, FL - 33880
    863-259-6186

  • Janet Duncan Yob 

    Duncan Yob Consulting LLC

    Sharpsburg, GA - 30277
    770-906-7074

  • Stephanie Fenjiro 

    Fairfax, VA - 22031
    202-731-0244

  • Claudia Nadalin 

    Fiscally Fit, Inc.

    Los Altos, CA - 94023
    650-965-4090

  • Karen Genilo 

    Assistant A La Carte

    Glendale, CA - 91203
    818-547-0707

  • Beth Agnello 

    Garrett Investment Advisors, LLC

    Lexington, NC - 27295-6021
    (336) 701-2612

  • Bill Counts 

    LTCI Advisors

    Marana, AZ - 85658
    520-909-2812

  • Ginny Stacy 

    Ambassador Senior Advisers

    Dayton, OH - 45458
    937 -609-5573

  • Kathy Hall 

    Hall Financial Services, LLC

    Bluffton, SC - 29909
    203-994-7995

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