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 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.
Ultimately, we know that the reason Eddy & Schein exists is to deliver assurance, built on the trust and transparency that gives our clients confidence in what we do and how we do it. That’s why the center of our universe is you, and why we see and treat you as an extension of the friends and family with whom we started.
That’s our story and it’s why, every day, 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
Rebecca Eddy, MBA, CDMM®, has 30+ years’ experience as a financial organizer and daily money manager for seniors and high-net-worth individuals.
Gideon Y. Schein
Arlene Glotzer, MA, has expertise in investment management and tax/accounting issues, as well as in assisting with living options for seniors.
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
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
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.
Financial Planning Association
Institute for Challenging Disorganization