Memorybanc
We are personal financial advocates and help manage and protect day-to-day finances like bill pay and tax organization. We serve as Power of Attorney, Trustee, and Personal Representative. Insured. Bonded. In addition to estate organization, we offer- Bill pay, mail sorting, and account reconciliation - Tax organization and financial documentation - Scam and fraud avoidance - Home maintenance and service scheduling - Medical insurance and claims support - Quicken setup, management, and reporting - Agent, executor, and probate support
7-day free trial · no credit card
Verified contacts
8
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
2
tools in use
Monthly traffic
50
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- BD
Beth Dunn
Daily Money Manager · Finance & Accounting
EmailPhone - CC
Charlene Comer
Fiduciary Accountant · Finance & Accounting
EmailPhone - JH
Jocelyn Hodges
Daily Money Manager · Finance & Accounting
EmailPhone - LW
Linda Watkins
Daily Money Manager · Finance & Accounting
EmailPhone - SD
Shannon Duncan
Daily Money Manager · Finance & Accounting
EmailPhone - KB
Kay Bransford
Professional Fiduciary, Daily Money Management, Family Caregiving Evangelist · Other
EmailPhone - CW
Cynthia Womack Boyle
Daily Money Manager · Finance & Accounting
EmailPhone
Showing 7 of 8 verified contacts
Top roles at Memorybanc
4 distinct titles indexed · top 4 shown.
- 5daily money manager
- 1data analyst
- 1fiduciary accountant
- 1professional fiduciary, daily money management, family caregiving evangelist
Sign up to unlock all 8 contacts at Memorybanc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 8 verified contacts at Memorybanc
7-day trial · no credit card · cancel anytime · only pay for verified records.
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