EDDY & SCHEIN
Want more time with
family & friends?
Overwhelmed by finances,
forms, and follow-up?
Looking for administrative help
for your aging parents?
Need help adjusting to
new financial circumstances?
Looking for more time to enjoy
the life you planned?
If you, your loved ones, or your clients
face any of these issues...
talk to Eddy & Schein.
Personal Finance Managers
The stress of personal finances
shouldn't consume your life.
Trust Eddy & Schein Group to
organize, plan, and manage your finances.
Life today is filled with rapid change and with that change comes layers of complexity and confusion. Paying bills, managing insurance, and keeping up with technology can be overwhelming.
Eddy & Schein Group’s deep understanding of personal finance management is unmatched. Our services, customized for each client, range from personal finance and administrative support to household and personal account management, and beyond.
Our caring, personalized approach makes Eddy & Schein Group a highly valued personal resource for seniors, active retirees, busy families, those in life-changing transitions or new to financial independence, and high-net-worth individuals of any age.
Our caring, personalized approach
makes your life easier.
Your personal finances...
Sorted. Simplified. Secure.
Our services are grouped into three primary categories, each with customized solutions specific to your needs and challenges.
Seniors and their Families; Adults with Special Needs
Stress-free, personalized plans for budgeting, expense tracking, liquidity management, and personal finances; organizing tax documents, handling insurance matters, and coordinating resources for seniors, people with special needs or disabilities, or anyone facing unique circumstances.
Immediate help, planning, and management support to align personal finances and obligations created by divorce, marriage, widowing, or relocation; as well as support for young adults transitioning from school to work, and from dependency on parents to financial independence.
Active, Lifestyle-Driven Retirees and High-Net-Worth Individuals
A unique application of administration and management services for busy people with extensive or complex personal finances, multiple homes and properties, and seasonal lifestyles; includes custom project management, planning services, and accurate, targeted communication.
How it all works.
We use a common-sense process to simplify
your personal finance management.
With this foundation, we can support and advocate on your behalf, help you make informed decisions, and follow through with your legal, tax, and financial professionals.
Eddy & Schein Group has offices in New York and California.
Our caring approach is reflected in the
comments and stories from our clients.
Click arrows to see all testimonials.
"I used to be so stressed about keeping track of my mom's bills on top of my own and finding hours in the day between working and dealing with teenage kids. Things were definitely falling through the cracks. Since we found Eddy & Schein, my siblings and I can have the peace of mind to know that someone we trust is on top of this, and beyond that, Mom has found a new friend in the process who always has her best interest at heart."
"I am thrilled to have found a third party with accounting experience in Arlene Glotzer at Eddy & Schein Group. She’s been very helpful to my daughter in the management of her budget and finances. My daughter is very appreciative and has learned quite a bit under her tutelage. I would highly recommend her. Thanks, Arlene!"