Ilene Amiel is the best financial advisor you could possibly have. She is knowledgeable, skilled, honest, hardworking and a pleasure to work with. I cannot recommend her too highly.


Hester E. PhD,
Professor of Sociology


Joseph M, Attorney

Ilene helped me through the worst period of my life. She is efficient and won’t do unnecessary work just for the sake of churning up fees. She amazingly cuts through bureaucratic red tape and gets things done. I’ve seen it first hand! She is also professional and caring. I heartily recommend her.


Jean G, Professor Emerita of Art

Ilene has been indispensable in so many ways. I am certain that the quality of life that my mother and her husband enjoy is a consequence of her dedication to their welfare on so many levels, not just her financial administrative skills.


It would be an understatement, to say that Ilene has been the bright spot of having to deal with my parents Alzheimer’s and taking care of their resources as their POA. Ilene has been one of the most outstanding high points of this whole process, and without a doubt, her assistance to my parent’s financial management has made all of our lives that much better.

In addition to being able to sort through very complicated (and often - unknown - until she uncovered information) financial accounts, she was relentless to getting to the bottom of the issues as she tracked down the best possible outcomes that could benefit my parents situation.

The fact that Ilene is able to tackle whatever unexpected things come her way, with a sense of focus, warmth and humor - has been invaluable to me. I feel a lot less alone in this process knowing that Ilene was on my side, and always watching out for my back, in addition to the financial health of my parents. We all know how things will end, but I am certainly glad that I have Ilene by my side on this journey, as it can be relentless, as we are learning with each day.

Tammy S,
Event Planner


Ilene’s help was invaluable. She is an honest, dependable, self starter who consistently exceeded my expectations. She meticulously organized and created easy to use record keeping systems for my 40+ years of files. She was adept at challenging, detail oriented projects and always found a solution to whatever problem she encountered. I can honestly say that I do not know how I could have managed without her help

Dr. John D, Pyschiatrist


I have known Ilene Amiel for over fifteen years and worked with her closely on two estates. Ilene conscientiously attended to every detail. She was a pleasure to work with and has my respect for her problem solving ability, judgment and integrity.

Margery W, Attorney


Ilene effected a miraculous transformation of our massive mess into something where everything has it’s place and can be found easily . She was kind, pragmatic and level headed. A miracle for me! I am so grateful for her help.

Mary M, Professional Illustrator


Laura M,
Business Owner

Ilene did a wonderful job in organizing our finances by getting us up to date on QuickBooks and creating an efficient record keeping system. I cannot say enough about her attention to detail! Ilene has excellent written and verbal skills and is an asset when communicating with banks, marketing professionals and other vendors on my behalf.