“I am an LMSW who works at an agency serving an elderly population, and can gladly recommend Julie Levine without any hesitation for those who need financial and life management assistance for a client or loved one. I had been working closely with an 89 y.o. client who had a somewhat complicated financial situation requiring focused and constant attention and remediation. The main problem, though, was the stubbornness of this client and unwillingness to delegate any control or trust. At my urging, the client agreed to engage Julie on a trial basis and she quickly won his confidence and trust – making immediate and ongoing changes that have benefited him financially and in terms of the quality and safety of his life. Julie does not shrink from any type challenge and is a fearless, yet fair, advocate on her clients’ behalf. Finally, she has a very strong knowledge of financial, legal and health (insurance and care-related) issues confronting most elderly.”
L. Gile, New York, NY
I can’t tell you how relieved I am to have had the support from Julie Levine for my family member. Her role goes way beyond financial advocate. She is dedicated, organized, intelligent, and professional with a genuine passion and love for her clientele. She brings families together going through end of life in a way that is guided and respectful. She has also gained our trust as she itemizes her billable hours and we know exactly what she has been facilitating. Highly recommended.
L Levy
“My wife’s health issues and mounting medical bills became overwhelming for me to manage while still working full time. Since we contracted with Julie, all of our bills are submitted to insurance in a timely manner and she monitors every step of the claim process, including appeals when necessary and negotiating fees with doctors. We now receive every reimbursement due us, and more money in our pocket. Julie’s value pays for itself.”
D. Sharpe, New York, NY
“I am an LMSW who works at an agency serving an elderly population, and can gladly recommend Julie Levine without any hesitation for those who need financial and life management assistance for a client or loved one. I had been working closely with an 89 y.o. client who had a somewhat complicated financial situation requiring focused and constant attention and remediation. The main problem, though, was the stubbornness of this client and unwillingness to delegate any control or trust. At my urging, the client agreed to engage Julie on a trial basis and she quickly won his confidence and trust – making immediate and ongoing changes that have benefited him financially and in terms of the quality and safety of his life. Julie does not shrink from any type challenge and is a fearless, yet fair, advocate on her clients’ behalf. Finally, she has a very strong knowledge of financial, legal and health (insurance and care-related) issues confronting most elderly.”
L. Gile, New York, NY
“Julie organized our life and kept us up to date on all the rules we needed to follow to make the right decisions affecting our health and financial well-being. Best of all, she did it with charm, integrity and an ever-present smile.”
S. Howard, Old Westbury, NY
“My wife’s health issues and mounting medical bills became overwhelming for me to manage while still working full time. Since we contracted with Julie, all of our bills are submitted to insurance in a timely manner and she monitors every step of the claim process, including appeals when necessary and negotiating fees with doctors. We now receive every reimbursement due us, and more money in our pocket. Julie’s value pays for itself.”
D. Sharpe, New York, NY
“Julie organized our life and kept us up to date on all the rules we needed to follow to make the right decisions affecting our health and financial well-being. Best of all, she did it with charm, integrity and an ever-present smile.”
S. Howard, Old Westbury, NY
Julie Levine worked with both my mother and my aunt who had complicated medical issues. In acute stages of illness, there is a very heavy need to be on top of every aspect of care. Julie works with doctors, nurses, caregivers, pharmacies, hospital equipment/accessories, emergency rooms, calling insurance companies, in home medical visits, funeral services and keeping all of it organized while informing all of us. I have seen her work through each stage and anticipate the needs of the family from illness to life completion and navigating the post business of death. She has a bevy of resources should it go beyond her scope of expertise. When healthy there are a different set of needs for her client. In my mother's case, all paperwork and transfers had to be made and my mother's wishes have been attended to. Everything is now in place for when my mother’s health begins to fail. She and my mother together have given me such a gift. Ease and ability to be able to mourn and not worry about paperwork. To top it off, she has shown up at my family funerals. She cares and is very invested. I would go above and beyond confidently to recommend Julie Levine and her company.
My parents and I used Personal Financial Care’s services for many years. Leeya was our point person and she was always prompt, efficient, and attentive to my parents needs. She definitely went above and beyond, providing great advice and support no matter how large or small the request. I highly recommend this company and Leeya in particular for outstanding service.
Joshua Abrams
I can’t tell you how relieved I am to have had the support from Julie Levine for my family member. Her role goes way beyond financial advocate. She is dedicated, organized, intelligent, and professional with a genuine passion and love for her clientele. She brings families together going through end of life in a way that is guided and respectful.
She has also gained our trust as she itemizes her billable hours and we know exactly what she has been facilitating. Highly recommended.
Julie Levine worked with both my mother and my aunt who had complicated medical issues. In acute stages of illness, there is a very heavy need to be on top of every aspect of care. Julie works with doctors, nurses, caregivers, pharmacies, hospital equipment/accessories, emergency rooms, calling insurance companies, in home medical visits, funeral services and keeping all of it organized while informing all of us. I have seen her work through each stage and anticipate the needs of the family from illness to life completion and navigating the post business of death. She has a bevy of resources should it go beyond her scope of expertise. When healthy there are a different set of needs for her client. In my mother's case, all paperwork and transfers had to be made and my mother's wishes have been attended to. Everything is now in place for when my mother’s health begins to fail. She and my mother together have given me such a gift. Ease and ability to be able to mourn and not worry about paperwork. To top it off, she has shown up at my family funerals. She cares and is very invested. I would go above and beyond confidently to recommend Julie Levine and her company
L Bennett
Phyllis is a credit to the business world. She knows what she is doing and handles a crisis or everyday events with maturity and how know. I recommend her to friends to help with their financial needs and they have been most happy with my recommendation. She takes excellent care of my affairs and I am grateful for her care and concern because I am not good at that sort of thing. I trust her implicitly with taking care of my finances, my real estate holdings, and organizing my tax situation. I don’t know what I’d do without her.
Mary C.T., New York, NY
Phyllis is a credit to the business world. She knows what she is doing and handles a crisis or everyday events with maturity and how know. I recommend her to friends to help with their financial needs and they have been most happy with my recommendation. She takes excellent care of my affairs and I am grateful for her care and concern because I am not good at that sort of thing. I trust her implicitly with taking care of my finances, my real estate holdings, and organizing my tax situation. I don’t know what I’d do without her.
Phyllis is a credit to the business world. She knows what she is doing and handles a crisis or everyday events with maturity and how know. I recommend her to friends to help with their financial needs and they have been most happy with my recommendation. She takes excellent care of my affairs and I am grateful for her care and concern because I am not good at that sort of thing. I trust her implicitly with taking care of my finances, my real estate holdings, and organizing my tax situation. I don’t know what I’d do without her.
My parents and I used Personal Financial Care’s services for many years. Leeya was our point person and she was always prompt, efficient, and attentive to my parents needs. She definitely went above and beyond, providing great advice and support no matter how large or small the request. I highly recommend this company and Leeya in particular for outstanding service.
