Service Tree

The Service Tree lists all services in "branched" groups, starting with the very general and moving to the very specific. Click on the name of any group name to see the sub-groups available within it. Click on a service code to see its details and the providers who offer that service.

Personal Finances Administration

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.

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