Shulman Financial Solutions is a professional organizing company dedicated to helping individuals and businesses simplify their financial lives through one-on-one consultations, seminars, and presentations.

We create value with our clients by our customized approach to meeting specific home or business needs, and are dedicated to delivering tangible results that can save time and money.  Just some of the services we provide include:

• Organizing home or business office - reduction of clutter, space design, filing systems
• Implementation of customized financial efficiency systems - bill payment, balance sheet setup, ongoing money management, handling incoming mail
• Review and recommendation of financial services - daily money management.
• Additional business consultation services - managing email, goal setting, meeting planning, group training

Learn more about how we can help you reach your organizational goals, or contact us here to set an appointment.

With 15 years of experience in the financial services industry, President and Owner Jamie Shulman has worked with countless individuals and businesses of all sizes, helping them save time and money through his results-based solutions.