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Jackie assisted a client of mine that needed assistance with bill paying and managing their accounts. The couple did not have family nearby. They were elderly and both had dementia. Jackie was empathetic, trustworthy and knowledgeable. She is a wonderful person and an asset in a situation such as this.


  • Debbie Bernacki, RN, CEO Happier at Home

Gracious and smart. Unassuming and credentialed. Those words describe Jackie. She is on top of her game. Her style is soft. When it comes to helping with financial organization, she is the person to go to... and the only person I would recommend. You'll love her!


  • Jennifer Meagher, Executive Director of Senior Life

Jackie has been an amazing help to some of our clients. She is gracious, knowledgeable and follows through with great care. Some of our clients are challenging in that they have "moments" that handling monetary decisions is a great challenge to them. Jackie handles these meetings with patience and has been wonderful for these families and clients to work with. AND...she always answers your calls or gets back to you right away. I would highly recommend Jackie.


  • Rene Ryan, Principal, Bridges of Mendon

She is extremely thorough and detail oriented. I have 2 businesses and she has each one organized for me as far as expenses and revenues. As a small business owner, she takes a complex job off my plate and makes me feel like she is a partner in my success. She will meet with me regularly throughout the year to make sure I am up to date with payments and re-adjust anything that has changed. I highly recommend her services.


  • Sally Davis Berry, CTP, CMP

      Tourism Sales and Marketing Manager, Corning Museum         of Glass

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