LOCATIONS:
New York: Ithaca, NY and NewYork, NY
New Jersey: Flanders, NJ

Service Description

The services of Keeping Track include checking and paying bills, bank reconciliations, checking credit card statements, verifying deposits, interest payments, Keeping Track of dividends, stock portfolios, brokerage statements, storage of life records in our virtual vault, compiling documents for your accountant, and other related services which you may wish to have tailored to your particular needs.

Your household finances will now handled by professionals. Everything is managed and executed through our confidential computer system. By tracking all your financial requirements, Keeping Track helps to reduce the chance for errors and duplicate payments, and to avoid costly overdraft fees.

Just like your accountant and attorney, we keep all your information totally confidential. Everything is communicated using a secure website that is only accessible by you and those you authorize. Status reports will be issued regularly – to you and/or anyone you select. Even when you are out of town, you can sleep well knowing your personal business matters are being taken care of in a timely fashion.

Certain representatives of SAL Inc. are also Registered Representatives offering securities offered through Comprehensive Asset Management and Servicing, Inc. ("CAMAS"), 2001 Hwy 46, Ste. 506, Parsippany, NJ 07054. 1-800-637-3211
Member FINRA/SIPC. Financial Solutions is independent of CAMAS. Check the background of this firm on FINRA’s BrokerCheck.

This website is for informational purposes only and not an offer to buy or sell securities. Leslie Strebel is licensed in the states of New York and New Jersey. .
Angela O'Neill is licensed in New York, Florida, Georgia and Maryland.

© The Strebel Planning Group | All Rigts Reserved 2013 - 2016

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