AM-Financial - Daily Money Managers

Am Financial Daily Money Managers

Financial Services, Pembroke Pines, Florida, United States, 1-10 Employees

am-financial.com

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phone no Phone Number: +18*********

Who is AM-FINANCIAL - DAILY MONEY MANAGERS

As your Daily Money Managers at AM Financial, we are your personal financial assistant. After just one session youll feel more in control of your budget, your savings goals and your life....

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  • Pembroke Pines, Florida, United States Headquarters: Pembroke Pines, Florida, United States
  • 2021 Date Founded: 2021
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6162

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AM-Financial - Daily Money Managers Org Chart and Mapping

Employees

Mirlene Dubreuze

Certified Daily Money Manager®

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Frequently Asked Questions Regarding AM-Financial - Daily Money Managers

Answer: AM-Financial - Daily Money Managers's headquarters are located at Pembroke Pines, Florida, United States

Answer: AM-Financial - Daily Money Managers's phone number is +18*********

Answer: AM-Financial - Daily Money Managers's official website is https://am-financial.com

Answer: AM-Financial - Daily Money Managers's revenue is Under $1 Million

Answer: AM-Financial - Daily Money Managers's SIC: 6162

Answer: AM-Financial - Daily Money Managers has 1-10 employees

Answer: AM-Financial - Daily Money Managers is in Financial Services

Answer: AM-Financial - Daily Money Managers contact info: Phone number: +18********* Website: https://am-financial.com

Answer: As your Daily Money Managers at AM Financial, we are your personal financial assistant. After just one session youll feel more in control of your budget, your savings goals and your life. We provide comprehensive services that aid our clients with their day-to-day financial affairs. We serve seniors, busy professionals, high net worth individuals and clients that are unable to manage their own finances. Every clients financial circumstances is different. We customize our services based upon the unique needs and desires. Our service may include the following: - Bill paying, including calls to payees regarding incorrect bills and preparation of payment for clients approval. - Reconciling checking accounts and investment statements. - Preparing and making bank deposits. - Organizing tax documents. - Negotiating with creditors. - Reviewing medical insurance papers and verifying proper processing of claims. - Providing general organization of financial papers and systems. - Referring clients to legal, tax, and investment professionals and to community resources. Consultations by appointment. We come to you in Miami-Dade and Broward County, Florida. We offer remote services for other areas. Background Check Cleared by Global Investigative Services, Inc.

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