Legends Financial
My Business helps individuals with the following: Bill paying, including calls to payees regarding incorrect bills and preparation of payments for client approval. Reconciling checking accounts and investment statements. Preparing and making bank deposits. Organizing tax documents. Negotiating with creditors. Reviewing medical insurance papers and verifying proper processing of claims. Providing general organization of financial papers and systems. Referring clients to legal, tax, and investment professionals and to community resources.
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Verified contacts
1
available on Kipplo
LinkedIn employees
1 to 10
headcount range
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no listings
Distinct roles
1
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
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Top roles at Legends Financial
1 distinct titles indexed · top 1 shown.
- 1financial services associate
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