Company Profile for Barbara B. Hill, Personal Financial Concierge

--()--Barbara B. Hill, Personal Financial Concierge, provides individuals a “financial personal assistant” to simplify every day and complex financial matters ranging from basic financial housekeeping to sophisticated and holistic financial life coordination.

The firm helps individuals and intermediaries with a wide range of services, including:

  • Financial account aggregation
  • Family education
  • Financial account review and titling review
  • Charitable planning and guidance
  • Coordination of tax guidance
  • Bill payment
  • Estate planning document review
  • Cash flow management
  • Estate settlement while alive

The firm's goal is to advocate for clients’ financial goals and objectives, whatever those may be. The firm focuses on meeting individual client needs including supporting adult children with transitioning parents into retirement, busy people, and intermediaries.

Company:

  Barbara B. Hill, Personal Financial Concierge
 

Headquarters Address:

3462 Division Street
Philadelphia, PA 19129
 

Main Telephone:

267-291-4716
 

Website:

www.pfc.solutions

 

Type of Organization:

Private
 

Industry:

Consulting
 

Key Executives:

Principal: Barbara Hill

 

Public Relations

Contact:

Kate Carr

Phone:

484-678-0402

Email:

kate.carr@balancedcreativeagency.com