Financial Services

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Member Phone Service Area
American Association for Wartime Veterans
Moceri, Michael
 (800) 850-5504 x 183
 Macomb, Oakland, Wayne
Bank of America Reverse Mortgage
Thomas, Tim
 (734) 560-4094
 Wayne, Oakland, Macomb, Lapeer, St. Clair
Beneficial Billing Soutions, LLC
Datsko, Terry
 (586) 854-4577
 Macomb
Center for Financial Planning, Inc.
Adams, Sandra D.
 (248) 948-7900 x 12
 Macomb, Oakland, Wayne, Lapeer
CIA Financial Group
Roe, Jeffrey D.
 (586) 799-6000 x 6063
 Oakland, Macomb, Lapeer, St. Clair
Compass Daily Money Management, LLC
Harner, Robb
 (248) 535-8209
 Oakland and Macomb
Genworth Financial Long Term Care Planning
Eliason, Laura
 (248) 921-4957
 Oakland, Lapeer, Wayne, and St. Clair
InPro Insurance Group
Jannetta, Laura
 (248) 526-3264
 Oakland Co
LTC Financial Partners, LLC
Pacini, CLTC, Catherine
(248) 641-9545
 Macomb, Oakland, Wayne
Marada Management, Inc
Paille, Marlene
 (586) 242-1933
 Macomb, Oakland, Wayne, Lapeer, St. Clair
McMahon and Associates, LTD.
McMahon, Dorothy
 (248) 844-9787
 Statewide
MetLife
Harabedian, George Brad
(248) 709-5546
 Macomb, Oakland, Lapeer, Wayne, St. Clair, Other
Priority Wealth Management, L.L.C.
Fanone, Barbara
(586) 949-3563 x 206
 Macomb, Oakland, Lapeer, Wayne, St. Clair
Stessa Services, LLC
Hillman, Malvin J.
 (248) 489-9563
 Macomb, Oakland, St. Clair, Wayne
Vorenberg Associates
Vorenberg, Barbara
 (248) 645-6922
 Statewide





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Adult Day Care A facility providing supervision, activities and sometimes personal care for older adults who cannot be left home alone during the day due to a physical, social and/or mental impairment.
7 members Adult Foster Care Residential settings that provide 24-hour care, protection, and supervision for individuals who are developmentally disabled, mentally ill, physically handicapped or aged who cannot live alone but who do not need continuous nursing care.
5 members Alzheimer's Companies listed under this category are specifically trained in Alzheimer's care and provide services designed for this population either in-home or at a facility.
34 members Appraisal Services 2 members Assessment Services Providing in-home and/or out-patient assessment of an individual's physical and mental health status including problems faced by the individual and their family.
9 members Blind Providing services or instruction to individuals with vision impairments.
1 member Care Management A program that locates, mobilizes and manages a variety of services needed by an individual in their home.
12 members Cemetery A place where the dead are buried, and/or memorialized.
2 members Chore 19 members Companionship Services A service provided by a non-medical home care agency where a caregiver interacts with the client by reading, conversing, going to activities, or just to be with them so they are not alone.
25 members Consulting 11 members Counseling 6 members Design Service 1 member Durable Medical Equipment A company or agency who provides or sells medical equipment for in-home use.
21 members Educational Programs A system of projects, services, meetings or classes intended to provide education on a particular subject to groups throughout the community.
12 members Emergency Response Service - Personal 9 members Emergency Services 3 members Estate Sales A company who assists in the selling of personal property to facilitate an individual’s relocation or liquidate assets after a person dies.
2 members Faith Community Nurse (Parish Nurse) Provides holistic care (mind, body, spirit and relationships) to members of a congregation and community by integrating faith and health through educational programs, health screenings, referrals to congregational and community resources, health coun
1 member Financial Services 15 members Food Services 2 members Free of Charge Services Agenceies, organizations or businesses that provide a service or material object free of charge to seniors in the community.
7 members Friendly Visiting These businesses will visit with a senior and provide companionship either for a fee or free of charge.
17 members Gift Incentive Program Giveaways; Employee Appreciation Gifts; Awards & Trophies
2 members Guardianship Financial and Physical Oversight of Adults & Children; Case
Management

6 members Home Care - Medicare & Medicaid 20 members Home Care - Private Duty Provides a long term care alternative for people wishing to stay in their own home. Caregivers assist people with ADL’s (Activities of Daily Living).
47 members Home Modifications Grab bars, Ramps, roll in showers; Barrier free remodeling and additions
9 members Homemaker Services Household services, (cleaning, companionship, transportation, etc.) for hire because of an individual's inability to perform these services for themself.
27 members Hospice / Palliative Care Primarily directed at providing relief to a terminally-ill person through symptom and pain management. The goal is not to cure, but to provide comfort and maintain the highest possible quality of life for as long as life remains.
7 members Hospital An institution for health care providing patient treatment by specialized staff and equipment.
2 members Housing: Alzheimer's A supportive residence whose primary or sole focus is in the care and welfare of those afflicted with Alzheimer’s Disease.
12 members Housing: Assisted Living A supportive housing facility designed for those who need help in their day to day lives but who do not require the 24 hour skilled Nursing care found in traditional Nursing homes.
11 members Housing: Independent A residence where you need to be able to care for yourself without assistance, such as dressing and personal care. Other services you might require, such as cleaning and medical can be contracted for you.
9 members Housing: Nursing Home A private facility for the care of individuals who do not require hospitalization and cannot be cared for at home. OR A live-in facility that offers 24-hour daily skilled nursing care or custodial care.
6 members Information & Referral Companies, agencies and/or organizations that provide information and referral leads, outside of their particular specialty, to the public at large.
21 members Infusion Services Involves the administration of medication through a needle or catheter.
4 members Insurance These companies give customers financial protection against loss or harm such as theft or illness in return for payment premium. Areas covered may include: Auto, Home, Life, Property, Medical, etc.
9 members Lectures / Presentations A company, agency, organization or individual who provides the dissemination of information to other companies, agencies or organizations. These services may be for a fee or free of charge.
8 members Legal An agency or organization that provides legal counsel, representation, or education about the legal system.
8 members Library A building, room or online collection set apart to contain books, periodicals, and other material for reading, viewing, listening, study or reference to the public at large.
1 member Long-Term Care Insurance A product that helps provide the cost of meeting the medical and non-medical needs of an individual with illness or disability.
6 members Magazines / Newspapers / Publications Publications that are used to advertise, promote services or give information.
3 members Marketing Companies that focus on assisting other companies to market their services.
3 members Medical / Dental / Eye / Chiropractic Offices that specialize in their specific areas. Examples include Physicians office, Dental or Ophthalmologist offices.
2 members Monitoring Equipment Companies in this category sell or rent equipment that monitors a person’s welfare. Examples include an Emergency Alert or Direct Link Unit, Posey Door Alarm, or Fall Prevention Monitor.
12 members Nurse Care Manager 5 members Nutrition Services 1. The provision of congregate meals in a centralized location (i.e. seniors meet at the local senior citizen center for lunch). 2. The provision of meals in the home on a “as need” or daily basis (i.e. Meals on Wheels or restaurant home delivery se
3 members Other This category is for any organization / business that is unique unto itself and does not fall into any other category listed.
15 members Personal Care Attending to the physical needs of people who are disabled or otherwise unable to take care of themselves, including tasks such as bathing, management of bodily functions, and cooking. Companies listed here provide these services in-home.
33 members Personalized Services 5 members Pharmacy Companies with explicit right to perform the filling and refilling of medications.
1 member Prescription Services Companies that assist an individual in obtaining access to or retrieving medications from a pharmacy or licensed facility.
2 members Rehabilitation Companies that specialize in therapy services including, but not limited to: physical, occupational, speech, and restorative therapies for inpatient or outpatient services.


8 members Relocation Services A company or organization that can facilitate in the physical moving and possible setting-up of furniture or belongings either within the area or across state lines.
5 members Respite Care Care provided by a thrid party that relieves family caregivers for a few hours to several days and gives them an occasional break from daily caregiving responsibilities.
35 members Reverse Mortgages A loan available to seniors, and is used to release the home equity in the property as one lump sum or multiple payments. The homeowner's obligation to repay the loan is deferred until the owner dies, the home is sold, or the owner leaves (e.g., into
4 members Support Groups Members of the community, sometimes led by a therapist, who provide each other moral support, information, and advice on problems related to some shared characteristics or experiences (e.g. dementia or Alzheimer’s, caregiver, cancer, grief, arthritis
5 members Telephone Reassurance Provides regularly-scheduled phone calls to people in their community who are elderly and/or disabled and homebound to check on their well-being and offer companionship. If the person does not respond, the person making the call contacts the designa
2 members Therapy A specialized facility providing treatment and care of a patient for the purpose of both preventing and combating disease or alleviating pain or injury. Therapy can include physical therapy, occupational therapy and mental health/psychiatric therapy
9 members Translation and Interpreting Services Providing bilingual individuals, either contractually or in-house, to non-native English speakers. These bilingual interpreters/transliteraters will make comprehensible conversations held between two or more individuals who speak different language
1 member Transportation Companies, as their primary service, have the means (cars, busses or vans) or systems in place to transport individuals from one destination to another.
24 members Veterans Services Companies whose primary service is to assist veterans, defined as persons who served in the United States military, in acquiring government benefits, employment, education, counseling or items earmarked for that population
8 members Volunteer Programs The businesses, agencies or organizations listed here provide services free of charge, or at a reduced rate, to the community at large AND/OR has established a program needing volunteers to serve.
4 members

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