Bonded and Insured
Personal Office Management, Inc. completes the successful individual’s financial team. We specialize in assisting clients with the ongoing organization and management of paperwork, processes and projects related to their personal finances. As former bankers serving the high net worth, the principals of Personal Office Management, Inc. cultivated client relationships for over twenty years, providing daily customer service, underwriting and documenting personal and business loans and mortgages, while working as part of a team to provide financial planning and investment management. We are well-equipped to address your needs.