We'll help you get your ducks in a row!
Welcome to Mallard Money Management, LLC!
We offer Daily Money Management Services to individuals in the Central Florida area and are
driven by a strict code of ethics. We are a licensed, bonded and insured organization.
A Daily Money Manager is a professional that can assist you with your personal monetary
affairs.
A few of those services include:
- bill paying
- balancing of checkbooks and investment
accounts
- organizing your tax documents for your CPA
- Guardianship
Why would I need a Daily Money Manager?
Have you moved to the Sunshine State to enjoy your retirement years and left all your family
behind? Are you finding it increasingly difficult to maintain your personal affairs but can't bring
yourself to ask a friend to help you with such a personal and confidential matter?
This is where a Money Manager can help. We can confidentially assist you with managing your
affairs so that you can better utilize your time to work on your golf game, meet with your Bridge
Club or travel the world!
With the world at your fingertips, let us save you time and money by getting your ducks in a row!
LICENSED
INSURED
