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

Candid Working - Our Benefits

OUR BENEFITS

  • Saves time and costs
  • Convenient online access to view client data

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