Personal Affairs Management

Brian H. Noyes, Vice President and Michele M. Whitmore, Portfolio Administrator Manager

If you find it increasingly difficult to organize and deal with either your, or your family members', personal and household affairs, we offer a solution. Our bonded Personal Affairs Management staff will visit you at your home on a regular schedule to review your bills, prepare checks for your signature, balance your checkbook, reconcile bank and credit card statements, manage your insurance claims and paperwork, develop budgets and accurate record keeping, and compile your income tax records.