Log in
Cart
(
)
Back
Lewis Knopf
LK Daily Money Management
1 member(s) linked
Member profile details
Contact Details
First name
Lewis
Middle Initial
l
Last name
Knopf
Suffix
CSA
Title
President
Badge Name
Lewis Knopf CSA
Company
LK Daily Money Management
Email
lewis@lkmoneymgmt.com
Website
http://www.lkmoneymgmt.com
Profile Photo
Organization Details
Establishment Date
Started 2007
Services Provided
Bill payment services for individuals and families
Budgeting
Facilitation of household payroll
Fiduciary services including POA, Trustee
Financial coaching or counseling
Financial fraud issues
Financial record management
Medical billing issues
Negotiating with creditors
Working with fiduciaries on financial tasks
Accepting new clients?
Yes, accepting new clients
Specialty
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
Fiduciary
Certified CDMM
No
Main Office
Office 1: Address
PO Box 176
Office 1: City
East Rockaway
Office 1: State
New York
Office 1: Zip
11518
Office 1: Phone
516-528-0206
Linked members (1)
Name
Email
Phone
Pnina Knopf, LK Daily Money Management
pnina@lkmoneymgmt.com
Powered by
Wild Apricot
Membership Software