“Advocate Advisors takes the time to understand each of my clients and helps them take care of their personal finances.”
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.
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.
P.O. Box 843 Painesville, OH 44077
We identify individual needs to help put the right financial plan together for each client.
“Advocate Advisors identified key areas for improvement to help me better manage my day to day bills"