Mary's Daughter LLC Email Format

Financial ServicesWisconsin, United States0-1 Employees

Mary’s Daughter provides Daily Money Management services, specializing in working with seniors and veterans in south central Wisconsin and northern Illinois. We work directly with clients to take care of daily financial needs including: Review and payment of bills Bank account reconciliation Prepare and transact check or cash deposits Budget set up and management Organize financial and medical paperwork Referral source for other professional services Perform telephone inquiries; advocate on client’s behalf Organize receipts and documentation for tax purposes Other tasks as requested

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