Reasonable Rates
Fees are charged on an hourly basis and billed at the time of service. Discounts are offered to members of Bronxville Seniors and Gramatan Village. Monthly service subscriptions are also available, subject to a one-month cancellation fee. Additionally, there may be incidental out-of-pocket expenses to cover the cost of filing materials, stationary and postage stamps.
Featured Services
CCP Financial provides daily money management services to individuals and small businesses.
Our experienced professionals help bring clarity and order to managing bills, budgets and record keeping.
Standard Services
Our services include:
• Basic bill paying and mail handling
• Bank account reconciliation and maintenance
• Budget analysis and cost controls
• Maintenance of investment records
• Pre-tax preparation
• Insurance claims
• Medical benefits
• Household staff management
Special Projects
Also available:
• Personal records organization
• Credit card consolidation
• Debt reduction assistance
• Social networking
• Web design
• Graphic design
