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

Feel free to use this image, just link to www.SeniorLiving.Org This microstock required lots of post processing to get the blue tint. I also needed a bounce card to get more detail in the glasses.

OUR BENEFITS

  • 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.”

Roger
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.”

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