
At Keystone Management Services LLC, we specialize in daily money management, property management, and personalized financial support for seniors, families, and busy professionals across the Mid-Hudson Valley, NY. Our role as a daily money manager allows us to step in when life gets complicated—paying bills, organizing financial records, coordinating property and household needs, and protecting clients from elder financial exploitation. For those who need a trusted person to act on their behalf, we proudly serve as Power of Attorney (POA) agents and Health Care Proxy (HCP) agents, ensuring that clients without family support have someone reliable in their corner.

Proud AADMM member and fully insured. Michelle is a commissioned NY Notary Public — in-person, mobile, and Remote Online Notarization (RON) for clients anywhere. We serve as POA and Healthcare Proxy agents for those without family available and provide mobile fingerprinting throughout the Mid-Hudson Valley.
Whatever your needs may be, we are here for you. Contact us today! We offer free consultations.
Open today | 08:00 am – 06:00 pm |
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