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.
- Saves time and costs
- Convenient online access to view client data
Social Security Administration
“All records were well maintained and accounted for any expenditures for each individual beneficiary.”
Project Access, Inc.
“Our organization has been working with O’Leary & Anick since 1997 and has over the years found them to be a strong partner.”