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

  • Teri Rogowski 

    Day2Day Personal Financial, LLC

    Cary, NC - 27519
    919-357-0178

  • Todd Blackwell 

    Daily Money Man, LLC

    Overland Park, KS - 66207
    913-717-9823

  • Deborah Remson 

    Personal Bookkeeping Assistance Services

    West Palm Beach, FL - 33406
    561-969-3240

  • Jodi Bente 

    Maxwell Money Management

    Novato, CA - 94949
    415-475-4190 x 130

  • Briana Mullenax 

    LBMC, PC

    Brentwood, TN - 37027
    615-309-2251

  • Adele Tusson-Gross 

    Simple Solution Organizing, LLC

    Watkinsville, GA - 30677
    706-714-1314

  • James Yarrison 

    Helping U Resources, LLC

    Alexandria, VA - 22315
    703-371-7182

  • Maureen Wroblewski 

    Personal Checks & Balance, LLC

    Media, PA - 19063
    610-937-2304

  • DeeWynn Cox 

    Care Management Service Professionals, LLC

    Tampa, FL - 33618
    813-615-1110

  • Phyllis Pawlovsky 

    Personal Financial Care, LLC

    Westhampton, NY - 11977
    917-603-7273

  • Robin Temin 

    Everyday Money Management

    Rockville, MD - 20849
    3018012294

  • Rebecca Harvey 

    The Wall Group, LLC

    Arlington, VA - 22206
    203-980-5435

  • Tony Spangenberg 

    Savant Wealth Management

    Wilmette, IL - 60091-1100
    (847) 441-0410

  • Lewis Knopf 

    LK Daily Money Management

    East Rockaway, NY - 11518
    516-528-0206

  • Laura Plunk 

    Helping Hand Daily Money Management

    QUINCY, IL - 62301
    217-740-4765

  • Julie Levine 

    Organize My Life - NY\/Senior Services NYC

    Westhampton, NY - 11977
    917-806-3935

  • Hilary Becker 

    YMM LLC

    Chicago, IL - 60657
    917-586-0028

  • David Rudzin 

    North Shore Senior Center at CareOptions

    Northfield, IL - 60093

  • Kelly Foersterling 

    L & K Services

    Morton Grove, IL - 60053
    847-583-0103

  • Heather Jackson 

    Jackson Personal Financial Services, LLC

    Ponte Vedra Beach, FL - 32250
    904-699-3728

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