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Uses separate accounts to ensure no co-mingling of funds occurs. Is insured and bonded to protect both the client and the organization. Once we establish a relationship with a client we will execute timely and accurate payee and bill pay services. We identify individual needs to help put the right financial plan together for each client. OUR CONSULTANTS Care let us share our wealth of knowledge. Create a savings plan. Help clients maintain eligibility for benefits. PO Box 843 Painesville, OH 44077.

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Uses separate accounts to ensure no co-mingling of funds occurs. Is insured and bonded to protect both the client and the organization. Once we establish a relationship with a client we will execute timely and accurate payee and bill pay services. We identify individual needs to help put the right financial plan together for each client. OUR CONSULTANTS Care let us share our wealth of knowledge. Create a savings plan. Help clients maintain eligibility for benefits. PO Box 843 Painesville, OH 44077.

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Uses separate accounts to ensure no co-mingling of funds occurs. Is insured and bonded to protect both the client and the organization. Once we establish a relationship with a client we will execute timely and accurate payee and bill pay services. We identify individual needs to help put the right financial plan together for each client. OUR CONSULTANTS Care let us share our wealth of knowledge. Create a savings plan. Help clients maintain eligibility for benefits. PO Box 843 Painesville, OH 44077.

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Takes the time to understand each of my clients and helps them take care of their personal finances. Create a savings plan. Help clients maintain eligibility for benefits. Once we establish a relationship with a client we will execute timely and accurate payee and bill pay services. Is insured and bonded to protect both the client and the organization. Uses separate accounts to ensure no co-mingling of funds occurs. In the My Budget Coach training through the Ohio Association.

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PO Box 843 Painesville, OH 44077. Providing financial management services to Lake County Ohio residents who are determined by the Social Security Administration to be incapable of managing their income. Check here to receive email updates. Thank you for contacting us! If needed, you will hear back within 2-3 business days. PO Box 843 Painesville, OH 44077. Phone: 440.363.1412. Email: advoc.advisors@gmail.com.

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Team

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Bridgit McGuire is an experienced social service case manager, including forensic case management. Bridgit will work directly with clients helping them achieve financial success. Click to view Jon’s profile). Jonathan ( Jon ) Shoop serves as both President and Treasurer of Advocate Advisors. Jon will be responsible for oversight of the day to day operations of Advocate Advisors and will leverage his skills in accounting, internal controls, finance and advising for the betterment of Advocate Advisors.

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Providing financial management services to Lake County Ohio residents who are determined by the Social Security Administration to be incapable of managing their income. PO Box 843 Painesville, OH 44077. COMPREHENSIVE PRODUCTS and SERVICES. As a Representative Payee, Advocate Advisors provides a valuable service to individuals with mental and physical disabilities who require help managing the benefits they receive from the government. Representative Payee duties include:. Teach check book reconciliation.

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Helping Lake County's Homeless. The Plan - Executive Summary. Code Blue Winter Weather Emergency Protocol. 2015 Point in Time Count. 2-1-1 Lake County, Ohio. Is a community collaborative. Supported by your United Way, your County Commissioners, and your ADAMHS Board. You may also browse their online database of community. Services. This database contains information about 5,000 agencies offering health and human services to Lake County, Ohio residents. Within Region 5, we are working together to establis...

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Uses separate accounts to ensure no co-mingling of funds occurs. Is insured and bonded to protect both the client and the organization. Once we establish a relationship with a client we will execute timely and accurate payee and bill pay services. We identify individual needs to help put the right financial plan together for each client. OUR CONSULTANTS Care let us share our wealth of knowledge. Create a savings plan. Help clients maintain eligibility for benefits. PO Box 843 Painesville, OH 44077.

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