New York: Ithaca, NY
New Jersey: Flanders, NJ

Service Description

The services of Keeping Track include checking and paying bills, bank reconciliations, checking credit card statements, verifying deposits, interest payments, Keeping Track of dividends, stock portfolios, brokerage statements, storage of life records in our virtual vault, compiling documents for your accountant, and other related services which you may wish to have tailored to your particular needs.

Your household finances will now handled by professionals. Everything is managed and executed through our confidential computer system. By tracking all your financial requirements, Keeping Track helps to reduce the chance for errors and duplicate payments, and to avoid costly overdraft fees.

Just like your accountant and attorney, we keep all your information totally confidential. Everything is communicated using a secure website that is only accessible by you and those you authorize. Status reports will be issued regularly – to you and/or anyone you select. Even when you are out of town, you can sleep well knowing your personal business matters are being taken care of in a timely fashion.

New Horizon Financial Strategies is a Registered Investment Advisor. Certain representatives of New Horizon Financial Strategies are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211.

This website is for informational purposes only and not an offer to buy or sell securities.
Angela O'Neill is licensed in New York, Florida, Georgia and Maryland.

New Horizon Financial Strategies ("NHFS") is a registered investment adviser offering advisory services in the State of New York and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by NHFS in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of NHFS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

© The Strebel Planning Group | All Rigts Reserved 2013 - 2019

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