We've always been about you.

To understand who we are, start with why we are.

The Eddy & Schein Group was born in response to a simple request made by friends and family members: “I’m overwhelmed by all this financial stuff. Can you help me?”

Since we already had the requisite financial skills from our “day jobs,” education, and involvement with our parents, our answer was, “Yes, we can.”

So, we started helping friends and associates, which led us to create a business of our own, shaped specifically around the changing needs of the Greatest Generation, as well as Baby Boomers moving into retirement.

Some 25+ years later, we’re providing support, counsel, and security for a diverse range of clients – strengthened by the common themes and lessons learned across our client base. And all the while the skills to handle personal finances were second nature.

What really defined Eddy & Schein over the years was the trust we built with our clients.

Each year our why became clearer, and our offerings evolved to fit the circumstances of the people trusting us with the intimate and often complex world of their personal finances.

That world often involves relationships with both immediate and extended family, as well as long-time, trusted professionals; and these relationships can reflect a range of changing circumstances and emotions, sometimes including fear and frustration.

The reason Eddy & Schein exists is to deliver assurance.

Ultimately, we know that it’s the trust and transparency we’ve built with our clients that gives them confidence in what we do and how we do it. We embrace the opportunity to serve our clients in the way that makes the most sense for them.

We look forward to helping make your life easier. 

Please call for a free phone consultation.
Tell us how we can help.

Serving the Tri-State Area

Our client services benefit
Legal, Tax, Financial, and other Professional Partners.

We can help your clients be better prepared to meet with you.

Eddy & Schein Group helps ensure that our clients can provide documents and essential information to their team of professionals for taxes, legal matters, investment management, estate planning, insurance settlements, and more.

We are the Eddy & Schein Group.

Capable. Compassionate. Committed.

Rebecca R. Eddy

PRESIDENT &
CO-FOUNDER

Rebecca Eddy, MBA, CDMM®, has 30+ years of experience as a financial organizer and daily money manager for seniors and high-net-worth individuals.

Arlene Glotzer

MANAGING DIRECTOR

Arlene Glotzer, MA, CDMM®,  has expertise in investment management and tax/accounting issues, as well as in assisting with living options for seniors.

John Kennedy

CLIENT MANAGER

John Kennedy, MBA, CDMM®, CSA, uses his financial services industry experience to help clients develop and implement solutions for their day-to-day personal finances.

Madeleine E. Cody

CLIENT MANAGER

Madeleine Cody, MA, brings experience in health insurance and she assists clients in plan selection and in getting the most from their plan’s benefits

Mary Sansevero

CLIENT MANAGER

Mary Sansevero, MBA, is a specialist in estates with a career varied in experience managing small companies’ and individuals’ accounts.

Kerry Fogarty

CLIENT MANAGER

Kerry Fogarty draws on her diverse finance and nursing career paths to provide sound financial plans for clients as they age in place under supervised care or with family.

Brian Freedman

CLIENT MANAGER

Brian Freedman skillfully develops customized strategies to help clients navigate the complexities of their financial lives while fostering essential one-on-one relationships.

Rebecca R. Eddy

PRESIDENT &
CO-FOUNDER

Rebecca Eddy, MBA, CDMM®, has 30+ years’ experience as a financial organizer and daily money manager for seniors and high-net-worth individuals.

Arlene Glotzer

MANAGING DIRECTOR

Arlene Glotzer, MA, CDMM®, has expertise in investment management and tax/accounting issues, as well as in assisting with living options for seniors.

John Kennedy

CONSULTING CLIENT MANAGER

John Kennedy, MBA, CDMM®, CSA, uses his financial services industry experience to help clients develop and implement solutions for their day-to-day personal finances.

Madeleine E. Cody

CLIENT MANAGER

Madeleine Cody, MA, brings experience in health insurance and she assists clients in plan selection and in getting the most from their plan’s benefits

Mary Sansevero

CLIENT MANAGER

Mary Sansevero, MBA, is a specialist in estates with a career varied in experience managing small companies’ and individuals’ accounts.

Kerry Fogarty

CLIENT MANAGER

Kerry Fogarty draws on her diverse finance and nursing career paths to provide sound financial plans for clients as they age in place under supervised care or with family.

Brian Freedman, client manager at Eddy and Schein Group

Brian Freedman

CLIENT MANAGER

Brian Freedman skillfully develops customized strategies to help clients navigate the complexities of their financial lives while fostering essential one-on-one relationships.

Rebecca R. Eddy

PRESIDENT &
CO-FOUNDER

Arlene Glotzer

MANAGING
DIRECTOR

John Kennedy

CLIENT MANAGER

Madeleine E. Cody

CLIENT MANAGER

Mary Sansevero

CLIENT MANAGER

Kerry Fogarty

CLIENT MANAGER

Please call for a free phone consultation.
Tell us how we can help.

Serving the Tri-State Area

Certifications

All Eddy & Schein client managers are members of the American Association of Daily Money Managers (AADMM) and adhere to the exacting principles laid out in AADMM’s Code of Ethics and Standards of Practice.

All Eddy & Schein Group’s team members have cleared full background checks by Global Investigative Services, Inc.

Memberships & Affiliations

American Association of Daily Money Managers (AADMM)

National Association of Productivity and Organizing Professionals

Aging Life Care Association

Estate Planning Council of New York City, Inc.

The Orion
Resource Group

Eddy & Schein Group is listed with:

Financial Planning Association

Tell us how we can help you.

Call for a free phone consultation.
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©2024 Eddy & Schein, Inc. | All rights reserved.​ 

DISCLAIMER:  This website is provided for informational purposes only. While legal issues are discussed, the content featured on this website is not legal advice. Eddy & Schein Inc. does not provide legal representation nor does it make any warranties or guarantees as to the accuracy and authenticity of the information provided herein. We recommend that you contact an attorney to discuss your particular situation.

Privacy Policy | Terms of Use
©2024 Eddy & Schein, Inc.  |  All rights reserved.​

DISCLAIMER:  This website is provided for informational purposes only. While legal issues are discussed, the content featured on this website is not legal advice. Eddy & Schein Inc. does not provide legal representation nor does it make any warranties or guarantees as to the accuracy and authenticity of the information provided herein. We recommend that you contact an attorney to discuss your particular situation.

Privacy Policy | Terms of Use
©2024 Eddy & Schein, Inc.
All rights reserved.​

DISCLAIMER:  This website is provided for informational purposes only. While legal issues are discussed, the content featured on this website is not legal advice. Eddy & Schein Inc. does not provide legal representation nor does it make any warranties or guarantees as to the accuracy and authenticity of the information provided herein. We recommend that you contact an attorney to discuss your particular situation.

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