Certifications & Recognition
Professional financial services organization
The health and safety of our clients and staff are of utmost importance to us.
We have put processes in place so that we are able to manage your affairs in person or remotely.
and is bonded.
If you or a family member are:
We can help! Our clients are:
Call Now (914) 646-0656
Mary Ellen McMahon interviewed on WVOX Conversations with Claudia
Don't Let a Medical Emergency Become A Financial One
Beware of the Barrage of Medicare Insurance TV Advertisements
What People Say About Us
"I have so much liked having Mary Ellen help keep my life in good order from overseeing my taxes, keeping my books in order and general financial assistance. Her knowledge, advice & cheerful disposition make her a pleasure to do business with".
“ Mary Ellen McMahon is one of the smartest, caring and compassionate individuals I have had the pleasure of meeting and learning from. Thank you, Mary Ellen, for providing this valuable content to CSA’s all over the country.”
“Mary Ellen McMahon is the real deal. You can’t put a price on honesty, trustworthiness, ethics and morals especially when it comes to someone managing your financial affairs. There are a lot of untrustworthy and unscrupulous people out there taking advantage of innocent seniors. Be smart and choose wisely. Give her a call."