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We’re committed to protecting your financial independence, so you can focus on what truly matters. Connect with us to restore your time and peace of mind.

Let PFC take the stress out of bill payments, trust management, health insurance complexities, estate administration, and daily financial tasks.

Let PFC lighten the load of bill payments, trust management, health insurance hassles, estate administration and everyday financial chores.

Personal Financial Care is insured and follows the Code of Ethics of the Society of Certified Senior Advisors and The American Association of Daily Money Managers. All personal business assistance is individualized and confidential.

CONTACT US

Book a free consultation

Email: julie@personalfinancialcare.com

106 East 81st Street, Suite 1A
New York, NY 10028

NEW YORK CITY OFFICE

CONTACT

JULIE LEVINE

Phone: 917-806-3935

Fax: 631-980-4021

46 Old Country Road
Westhampton, NY 11977

Personal Financial Care is insured and follows the Code of Ethics of the Society of Certified Senior Advisors and The American Association of Daily Money Managers. All personal business assistance is individualized and confidential.

Book a free consultation

Email: julie@personalfinancialcare.com

106 East 81st Street, Suite 1A
New York, NY 10028

Carlsbad, CA

CONTACT

JULIE LEVINE

Phone: 917-806-3935

Fax: 631-980-4021

46 Old Country Road
Westhampton, NY 11977

Carlsbad, CA  OFFICE

NEW YORK CITY OFFICE