Your Senior Partners, Llc
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- Founded in 2011 as The Money Moxie, Senior Partners is a Daily Money Management company that provides peace of mind to seniors who are struggling with their daily life and money matters. Services are provided by compassionate, resourceful Senior Partners who are extremely organized, financially savvy and can help seniors stay independent.The company is insured and bonded and works with seniors who:Have no familyHave family who live far awayAre recent widows or widowers where the spouse that died took care of all the daily financial mattersSenior Partners works with adult children who:Are part of the Sandwich Generation and have no time to deal with the day-to-day personal financial issues of their aging parentsDon't have the skill set to handle their aging parents day-to-day personal financial affairsAre geographically far away from their aging parents and can't help them with their day-to-day personal financial affairsThe company works with the following industry professionals who see their senior clients struggling with their day-to-day personal financial affairs and want a trusted advisor with a personal touch to help advocate for their needs:Eldercare and Estate Planning AttorneysAccountants/CPA'sFinancial Services Providers including Wealth Managers, Insurance Agents, and Financial PlannersSenior Service Providers including Home Care, Hospice, and Social WorkersThe team at Senior Partners give seniors peace of mind by providing in-home services that include:Bill-payingMail reviewBudgetingBank and credit card reconciliationsTelephone vendor trouble-shootingFinancial organizationProfessional services coordinationProfessional Fiduciary Mobile NotaryComputer skills assistanceProtection against fraud and scamsReferral resourceSenior Partners offers a free 15-minute phone consultation to all potential clients. Call now to schedule one today.
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Headquarters:Po Box 1088 , Norcross, Georgia, United States
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Phone Number: +1 404-680-9147
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Website: https://www.yourseniorpartners.com
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Employees:4
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Revenue:$0 - 1M
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Legal Name:Your Senior Partners, Llc
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Your Senior Partners, Llc's Social Media
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| NAICS Code: 312230 |
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Frequently Asked Questions regarding Your Senior Partners, Llc
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Where are Your Senior Partners, Llc's Headquarters?
Your Senior Partners, Llc's Headquarters are in Po Box 1088 ,Norcross,Georgia,United States
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What is Your Senior Partners, Llc's phone number?
Your Senior Partners, Llc's phone number is +1 404-680-9147
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What is Your Senior Partners, Llc's official website?
Your Senior Partners, Llc's official website is https://www.yourseniorpartners.com
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What is Your Senior Partners, Llc's Revenue?
Your Senior Partners, Llc's revenue is $0 - 1M
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What is Your Senior Partners, Llc's NAICS code?
Your Senior Partners, Llc's NAICS code is 312230
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How many employees are working in Your Senior Partners, Llc
Your Senior Partners, Llc has 4 employees
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What is Your Senior Partners, Llc's Industry?
Your Senior Partners, Llc is in the industry of Financial Services
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Who is Your Senior Partners, Llc's Senior Partner?
Your Senior Partners, Llc's Senior Partner is Angie Walker