“Advocate Advisors takes the time to understand each of my clients and helps them take care of their personal finances.”

Case Worker

TESTIMONIALS

Payee Services
Negotiate Bills
Create a savings plan
Help clients maintain eligibility for benefits
Bill Pay

OUR SERVICES

Once we establish a relationship with a client we will execute timely and accurate payee and bill pay services.

Advocate Advisors is insured and bonded to protect both the client and the organization.

Advocate Advisors uses separate accounts to ensure no co-mingling of funds occurs.

professional

PLANNING

IMPLEMENT

Accountability

Advocate Advisors is an America Saves participant. Our professional staff includes licensed CPA and OBB certified professionals. We have special expertise in representative payee and bill payer services and have participated in the My Budget Coach training through the Ohio Association of Foodbanks.

Providing financial management services to Lake County Ohio residents who are determined by the Social Security Administration to be incapable of managing their income.

Advocate Advisors

P.O. Box 843 Painesville, OH 44077

440.363.1412

Call us

Services

OUR CONSULTANTS Care – let us share our wealth of knowledge.

Our team

We identify individual needs to help put the right financial plan together for each client.