WHAT OUR TRUST SERVICES DO FOR YOU

For over 20 years, O’Leary & Anick has been entrusted with the money management for case managers and their 900-plus individual clients who require money management, record keeping and bill-paying services. Our staff understands the complexities of the many types of client-trust transactions and governmental regulations.

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Protects Your Client’s Trust Data

  • Security of strong internal controls and quality assurance
  • Bonded and professional liability insurance
  • Positive pay to protect against check fraud

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The Services We Provide

  • Reloadable debit cards
  • Print and mail all consumer living expense checks
  • Print and mail daily/weekly/monthly consumer-allowance checks
  • Reconciliation of all bank accounts
  • Print consumer reports of balances and details
  • Check scanning for deposits

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OUR BENEFITS

  • Saves time and costs
  • Convenient online access to view client data
Jacci Borchardt
CEO of Vision Forward

“The team at O’Leary & Anick is supportive, responsive, and professional, taking the time to get to know our unique nonprofit organization and staff.”

Patrick O. Dunphy
Board Chair of The Guest House of Milwaukee

“O’Leary & Anick knows and understands the nonprofit community and has demonstrated an unwavering commitment to advise and empower their clients. It is a great partnership.”

Elevate your nonprofit organization today, with help from O'Leary & Anick.