Mary's Daughter LLC

Financial Services - Madison, WI, us

Mary's Daughter LLC Details

Mary's Daughter provides Daily Money Management services, specializing in working with seniors and veterans in south central Wisconsin. We work directly with clients to take care of their 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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Employees: Not Available
HQ: N/A
Location: Madison, WI, us
Revenue: Not Available
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