Eddy & Schein Madison Ave, New York, New York

Services

• Divorce planning-related financial consulting

• Estate planning

• Financial planning

• Investment advising

• Retirement savings consulting

• Account Management

• Act as executor

• support executors

• collaborate with attorneys

• marshall assets

• identify beneficiaries

• create annual expense reports.

• Concierge Services

• Daily Money Management

• Free Phone Consultation

• Legal Representation

• Organizing personal & financial documents

• reporting for tax purposes

• tracking charitable giving

• documenting for government programs.

• Paying bills

• personal cash flow analysis

• preparation of personal balance sheet

• short- long-term budgeting

• etc.

• Pension Plans

• Redeeming unclaimed funds

• accessing old safe deposit boxes

• facilitating appraisals & sales of valuables

• project coordination.

• Referrals & coordination with attorneys

• investment advisors & financial planners

• accountants

• bankers

• insurance brokers

• Right sizing coordination with move managers

• care management planning

• analyze home care payment options

• advise on household payroll.

• Submitting insurance claims

• tracking reimbursements

• appealing denials

• reviewing plans & applying for policies.