Representative Payee Services

Our Representative Payee Services program can assist your with successful management of Social Security and SSI benefits. 


Our personal financial counselors provide confidential and compassionate assistance with: managing day-to-day finances of beneficiaries, budgeting income and bill paying in order to meet your basic needs and to plan for future expenses


Services offered:

  • Individualizes financial management of monthly benefits and expenses
  • Opportunities for individual monthly appointments with you personal financial counselor
  • Tailored spending plans