Financial Advocate

Cute%20piggy%20bank_edited.png

A GCCOA volunteer is available on a limited basis to help with miscellaneous financial matters that might be keeping you up at night.

This volunteer is available to provide general advice about:

  • investments

  • income taxes

  • budgeting

  • day to day finances

 

If you are in need of budgeting assistance, help with a consumer challenge related to a purchase/lease/product/etc, general computer instruction, guidance, reviewing a long-term care policy, understanding a product warranty, freezing or unfreezing credit, and so on … please talk with Susan Allen to see if the volunteer may be of help. No home visits at this time. In-person meetings are in the Xenia office, Wednesdays only. Appointments required. Masks required.

To request financial help, contact us

More Information

An Identity Protection PIN (IP PIN) is a six-digit number that prevents someone else from filing a tax return using your Social Security number. Read more

A guide of which financial documents to keep and for how long.