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Daily Money Management Services

Organizations that provide personal business assistance for people who are having difficulty handling their monetary affairs. Tasks may include sorting mail, paying bills, preparing checks for clients to sign, managing bank accounts, organizing tax documents and other records, interpreting medical insurance papers and verifying proper processing of claims, negotiating with creditors, and making referrals to legal, tax and investment professionals, as required.

All Topics Consumer Services Money Management Personal Finances Administration Daily Money Management Services

Found 3 resources (displaying 3)

Aging and Adult Services Program

Thru: Catholic Charities Family and Community Services

Eligibility:

Ages 60 years and older or their caregivers. PATHS/PEARLS: Experiencing anxiety and/or depression. Residing in a community setting (single home or apartment). Unable to access traditional counseling services.

Languages:

Call agency for other language availabilities. , Spanish

Catholic Charities Family and Community Services

87 N Clinton Avenue
Rochester, NY

Thru: Empire Justice Center

Eligibility:

$65,000 or less with dependents, $35,000 or less without dependents; worked & lived only in NYS but not in NYC; no rental property income; no sale of stocks, bonds, etc. If self-employed, no reported loss, no employees and business expenses under $35,000.

Languages:

American Sign Language, Spanish

115 South Avenue
Baush and Lomb Central Library, 4th Floor
Rochester, NY

Hours:

M, W 9:30AM-7:30PM. TU, F 9:30AM-4:30PM. TH 11:30AM-4:30PM. SA 10:30AM-3:30PM.

Financial Care Management and Services

Thru: Lifespan of Greater Rochester

Eligibility:

60 years of age or older.

Financial Care Management and Services

1000 Elmwood Avenue
Suite 500
Rochester, NY

Hours:

M-F 9:00AM-4:30PM.

Cultural Competency

Language Access