Personal Financial Assistant Debra Richard

Contact: Richard, Debra

Business Description: Debra Richard, CLU has worked in the financial industry for 37 years and is a member of the American Association of Daily Money Managers. Prior to starting her own business “The Personal Financial Assistant in 2008; Debra was employed by Northern New England Financial Services nine years and previously represented The Prudential Financial Insurance Co. for 26 years. She has a substantial portfolio of services she can provide to older adults, family caregivers and estate executors to make this part of their lives less stressful. The Personal Financial Assistant can organize bills and records, reconcile financial statements, help manage monthly income and expenditures, monitor budgets, track insurance claims and tax records, research unclaimed property, sort incoming mail, complete forms and notarize documents, among other services. The Personal Financial Assistant does not take the place of a client's lawyer, broker, financial planner, accountant or social worker, but works with these professionals to facilitate such tasks as accurate record-keeping, timely bill-paying, and explaining complex medical and insurance billing statements to clients or their caregivers.

Services: Financial Advisor, Home Elder Care

On Angie's List Since: 7/24/2010

Warranties: False

Licensed: Yes, I am appropriately licensed for my trade
(All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves.)