Elderlife Financial Services
Every family is different. The Financial Concierge® seeks to understand each unique situation and help seniors and their families pay for senior living in the best way possible - based on individual needs and resources. When a senior or family calls ElderLife, their goals and timelines are heard and respected. They walk through all the funding options available to them and gain the knowledge and confidence to make informed financial decisions. Then, they are connected to services and providers that can help them accomplish their financial goals for senior living. ElderLife sticks with the family all the way, providing advice and assistance whenever necessary until they accomplish their objectives. When the process is coordinated and finances are no longer a barrier, everything happens as quickly as needed or wanted. ElderLife brings trusted knowledge and decades of experience to decisions about paying for senior living. Popular solutions include: The Bridge Loan: A loan that bridges short-term financial gaps. It can help seniors move or receive care while waiting for long-term funding to become available. This is also the quickest funding option available for Senior Living today. The Senior Real Estate Program: A coordinated, senior-specific approach to helping downsize or move to senior living. In addition to listing and selling the home, ElderLife Real Estate Specialists can help with de-cluttering, packing, moving, cleaning, staging, and repairs, and are a valuable resource to family members trying to help from long distance. Other solutions are also available, including help with Veterans Benefits, Long-Term Care and Life Insurance Policies, Reverse Mortgages, and more! ElderLife Financial Lending, LLC NMLS #399422
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Verified contacts
29
available on Kipplo
LinkedIn employees
36
11 to 50 range
Open roles
—
no listings
Distinct roles
20
indexed titles
Tech stack
4
tools in use
Monthly traffic
73K
organic / mo
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Decision-makers and verified team members
29 contacts with verified email or phone · masked until revealed.
- JO
Jim Orman
Director of Operations · Operations
EmailPhone - JM
Joshua Myers
Customer Success Manager · Customer/Client Service
EmailPhone - MC
Mali Covington
Customer Success Manager · Customer/Client Service
EmailPhone - MM
Melissa McKenna
Sr Underwriter · Finance & Accounting
EmailPhone - ES
Emily Schwarz
Vice President of Sales · Other
EmailPhone - JG
Joe Goelzhauser
President · General Business & Management
EmailPhone - FD
Farrell Didio
Director of Family Relations · Human Resources
EmailPhone - CB
Candace Beckner
Operations Manager · Operations
EmailPhone - SJ
Sara Jones
Financial Concierge Manager · Other
EmailPhone
Showing 9 of 29 verified contacts
Top roles at Elderlife Financial Services
20 distinct titles indexed · top 10 shown.
- 5customer success manager
- 3financial concierge
- 2account executive
- 2processing associate
- 2transaction coordinator
- 1chief operating officer
- 1cna
- 1customer success specialist
- 1director of family relations
- 1director of operations
- +10more titles
Sign up to unlock all 29 contacts at Elderlife Financial Services
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