Company Information

Get to know New York Financial Organizers, Inc. (Daily Money Management)

Founded by Monica Schindler, New York Financial Organizers, Inc. is a professional firm specializing in daily money management (DMM). The company's mission is to help clients gain clarity and control over their day-to-day financial affairs by handling tasks such as bill paying, bank and credit card reconciliations, expense tracking, and organizing documents for tax or legal purposes. They serve a diverse clientele including seniors, high-net-worth individuals, busy professionals, and small business owners, acting as a trusted liaison between clients and their other professional advisors like accountants, attorneys, and investment managers.

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Financial Other ServicePRIMARY

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New York Financial Organizers, Inc. (Daily Money Management)

United States

Founded in

2015 (11 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Reviews

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

(74 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.