Founded by Monica Schindler, New York Financial Organizers, Inc. is a professional firm specializing in daily money management (DMM). The company's mission is to help clients gain clarity and control over their day-to-day financial affairs by handling tasks such as bill paying, bank and credit card reconciliations, expense tracking, and organizing documents for tax or legal purposes. They serve a diverse clientele including seniors, high-net-worth individuals, busy professionals, and small business owners, acting as a trusted liaison between clients and their other professional advisors like accountants, attorneys, and investment managers.

Founded in

United States