Walter G.

Two months ago, I brought Senior Checks & Balances on to review my monthly credit card billing and subscriptions. I was immediately pleased with their knowledge and efficiency. Since then, I’ve had them in twice each week to assist with various projects including Medicare billing, organizing my files, charitable donations, switching insurance carriers and getting ready to go to Florida for the winter. While I’m away, I’m trusting Jill to assist with items around my home as they come up as well.

I highly recommend Senior Checks & Balances services. Jill is a joy to have helping me in my home!

Published by SrChecksandBalances

Native of Chicago's North Shore, Jill is the Founder of Senior Checks and Balances - a one on one consultancy that works with the senior community to insure financial security and efficiency. Jill is a graduate of Miami University (OH) with a degree in Economics, is a Certified Senior Advisor and member of the Association of Daily Money Managers.