Jeremy Zizmor

Assurance Family Partners, LLC

 

Member profile details

 

Contact Details

First name
Jeremy
Last name
Zizmor
Suffix
DMM
Title
Founder and Daily Money Manager
Badge Name
Jeremy Zizmor DMM
Company
Assurance Family Partners, LLC
Profile Photo
 

Organization Details

Services Provided
  • Bill payment services for individuals and families
  • Budgeting
  • Facilitation of household payroll
  • Financial fraud issues
  • Financial record management
  • LGBTQ+
  • Negotiating with creditors
  • Rep Payee court appointed work
  • Working with fiduciaries on financial tasks
Accepting new clients?
Yes, accepting new clients
Specialty
  • Adult Children
  • Busy Professionals
  • High Net Worth Individuals and Families
  • People in life transition, divorce, loss of spouse, newly engaged, or married new to the workforce
  • Seniors and Older Adults
  • LGBTQ+
Remote Service
Yes, works remotely
Biographical Information
Jeremy Zizmor is the founder of Assurance Family Partners, a company whose mission is to assist and empower individuals and families by helping them manage their personal day-to-day finances.

An accountant with extensive public and corporate experience, Jeremy is in the unique position to help families because he has been there himself: Understanding his grandmother’s wish to age at home in comfort, and her concern that she needed help doing so, he assisted with her personal finances during her later years.
What began as an extra set of eyes on her monthly bills, writing out checks, and weekly trips to the bank and post office, turned into full-time management of her personal finances. As a result, she was able to age in place, while confident that her financial
house remained in order.

As a Daily Money Manager with over two decades of experience and leadership in accounting, Jeremy is background checked, insured, bonded, and a member in good standing with the American Association of Daily Money Managers.

Jeremy works throughout Boston and the northern, southern, and western suburbs. For some clients, Jeremy can work entirely remotely.
Certified CDMM
No
 

Main Office

Office 1: City
Quincy
Office 1: State
Massachusetts
Office 1: Zip
02169
Office 1: Phone
617-733-9926
Powered by Wild Apricot Membership Software