Name: Peter Gordon
Company: New York Financial Organizers, Inc.
Profession: Daily Money Manager
Power Team: Finance
Phone: 917.279.3972
Business Address: 185 Great Neck Road 4th Floor, Great Neck NY 11021
Email: peter@nyfo.nyc
Website: nyfo.nyc
Products and/or services offered:
New York Financial Organizers' (NYFO) mission is to bring clients order, ease, and peace of mind. We do this by managing the day-to-day financial tasks that can overwhelm the people we help. These tasks include bill paying, insurance claim processing, and budgeting. We also serve as Professional Fiduciaries, including Trustee, Executor and Power of Attorney.
Ideal Referrals:
Elder Law Attorneys, Trust & Estate Attorneys, Care Managers
Professional Bio:
Peter Gordon is the President of NYFO. He is a Certified Daily Money Manager (CDMM) and a member of the American Association of Daily Money Managers (AADMM). Peter is a Past President of the Greater New York Chapter of the AADMM and a Certified Senior Advisor (CSA), a member of the Orion Resource Group and a former co-leader of its Manhattan chapter.
Peter has taken courses in Geriatric Care Management at the Brookdale Center for Healthy Aging. He earned a BA in Political Science from the University of Buffalo and an MBA in Finance from Baruch College.