Karen R. Caccavo, MBA

Personal Money Manager . . . Bringing Paperwork Solutions to Your Home

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About Us
Karen R. Caccavo received her M.B.A. in Finance and Marketing from the Wharton School, University of Pennsylvania.  She has over 25 years experience as a financial analyst and as a professional in the financial services industry. She is trained in QuickBooks, Quicken, and Excel.
She was chosen to present at the State Society on Aging of NY 2010 Annual Conference.  
 
A bonded confidential, ethical, trustworthy, and dependable advisor, she can take on the financial and organizing tasks that you don't want to or don't have the confidence, knowledge, or inclination to do for yourself or a loved one. She is a New York State Notary Public.
 Who Needs a Personal Money Manager?
  • Seniors
  • People who would rather be doing something other than dealing with daily paperwork
  • People suddenly taking on new financial responsibilities
    (widows and widowers, divorcees)
  • People who lack the interest or the ability to keep track of and pay bills
  • People with medical issues that make managing their finances problematic
  • People who need help with money management or organizational skills.
  • YOU!

Why go it Alone?

  • Reasonable Hourly Fees
  • Home and Office Visits
  • Bonded
  • NY State Notary
  • Regular Scheduled or "As Needed" Visits
  • References on Request