Day2day Personal Financial, LLC

415 Heralds Way
Cary, NC 27519
(919) 357-0178
Teri Rogowski, CFP

As a Daily Money Manager I provide services including mail sorting, bill paying, account reconciliation and financial oversight.  Projects include set up and maintaining filing systems, organizing tax and medical documents as well as assistance in estate preparation/administration.  I may provide referrals and collaborate with other financial professionals in the area.  Services are provided in the privacy of clients home.