Services

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Integrity Money Management services are personalized according to the needs and wants of our clients, including, but not limited to:

 

  • Bill Paying and Management
  • Bank and Credit Card Reconciliations
  • Budget Preparation and Expense Tracking
  • Organization of Financial Documents
  • Reviewing Medical Insurance Papers and Verifying Proper Processing of Claims
  • Cash Flow Analysis
  • Sorting and Filing Incoming Mail