Sammie Sanchez-Davis

Checks & Balances for You, LLC

Linked to Marbury, Susie
 

Member profile details

 

Contact Details

First name
Sammie
Last name
Sanchez-Davis
Badge Name
Sammie Sanchez-Davis
Company
Checks & Balances for You, LLC
 

Organization Details

Establishment Date
Started November 2012
Services Provided
  • Bill payment services for individuals and families
  • Bill payment services for small businesses
  • Budgeting
  • Debt reduction
  • Financial coaching or counseling
  • Financial record management
  • Medical billing issues
  • Notary services
  • 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
  • Small Business Owners
Remote Service
Yes, works remotely
Biographical Information
As DMMs and Small Business Bookkeepers, we utilize a holistic approach to assist with financial tasks so that our clients can focus on what matters. We customize services based on needs and strive to create lasting relationships.
 

Main Office

Office 1: Address
PO Box 7158
Office 1: City
Albuquerque
Office 1: State
New Mexico
Office 1: Zip
87194
Office 1: Phone
505-301-2646
Powered by Wild Apricot Membership Software