Business Details
13 Years
experience
Trusted Non-Profit Pooled Trust Services in Rochester, NY
Balanced Care is a trusted non-profit organization dedicated to helping seniors and individuals with disabilities preserve their monthly income while qualifying for Medicaid, SSI, and other public benefits. Established in 2013, we specialize in Pooled Trusts, Representative Payee services, and VA Fiduciary programs, offering tailored financial solutions that prioritize client well-being. Our team of certified professionals combines deep expertise in financial services with a commitment to compassionate support, ensuring clients navigate complex eligibility processes with confidence.As a designated VA Fiduciary and Social Security benefit administrator, we maintain rigorous compliance standards while providing low fees, no minimum balances, and 24/7 client portal access. Our mission is to empower clients with financial security and peace of mind through transparent, client-focused services.
Services
Pooled Trusts
Rep Payee Services
VA Fiduciary Services
Medicaid Assistance
Client Portal Access
Details
- Year established: 2013
Highlights and features
- We are a certified Representative Payee with the Social Security Administration.
- Our VA Fiduciary designation ensures compliance with federal benefit management standards.
- We offer automated bill payments and 24/7 client portal access for convenience.
- As a non-profit, we maintain industry-low fees with no minimum balance requirements.
- Our team provides personalized support for Medicaid eligibility and financial management.
Associations and certifications
- Social Security Administration
- Department of Veterans Affairs Fiduciary Program
What people say
Nothing short of amazing
Preserved Medicaid application
Trusted agency
Compassionate customer service
Superior level of service
Services
Pooled Trusts
Balanced Care's Pooled Trusts help individuals preserve monthly income for living expenses while qualifying for Medicaid and SSI. Funds are managed to cover rent, utilities, and medical costs, reducing excess income to meet eligibility limits. Our non-profit structure ensures low fees and no minimum balances.
Rep Payee Services
As a Social Security Administration-certified Representative Payee, we manage SSI and SSD payments for clients. We disburse funds for housing, food, and medical expenses, issue debit cards for personal needs, and provide transparent reporting to ensure compliance and financial security.
VA Fiduciary Services
Balanced Care serves as an approved VA Fiduciary, managing benefit payments for veterans unable to handle finances. We ensure funds are used for beneficiaries' well-being, maintain compliance with VA standards, and provide regular reporting for accountability and peace of mind.
Medicaid Assistance
We guide clients through Medicaid qualification using Pooled Trusts to manage spend-down requirements. Our team submits trust packets to Medicaid, automates deposits, and ensures compliance with income limits to secure benefits for long-term care and community living.
Client Portal Access
Clients and case workers access 24/7 account activity through our secure portal. Features include real-time transaction tracking, automatic bill payment setup, and direct deposit management, ensuring transparency and control over financial operations and benefit disbursements.
Questions
What is a Pooled Trust?
A Pooled Trust manages excess income to help individuals qualify for Medicaid by preserving funds for living expenses while meeting eligibility requirements.
Are there fees for a Pooled Trust?
BalancedCare maintains low fees as a non-profit, with no minimum balance requirements to keep accounts active.
How does a Pooled Trust help with Medicaid eligibility?
Excess income is placed in the trust to reduce reported income, allowing individuals to meet Medicaid's $1,800 monthly limit and access benefits.
What services does a Representative Payee provide?
We manage SSI/SSD payments, disburse funds for essential needs, issue debit cards, and report to the Social Security Administration for compliance.
Is BalancedCare approved for VA Fiduciary services?
Yes, we are an approved VA Fiduciary, ensuring veterans' benefit payments are managed responsibly and transparently.
Reviews (7)
Lawrence James
Jun 20, 2021
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They were late with my money to take care of my personal and business and its July 1st 2021.... Why isnt my money available now? They spoke as if they had money already? something like yea..." we have to go over the budget
George Ruthman
May 25, 2021
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Horrible customer service with jen h they lie right to you dont answer calls didnt even kno they didnt pay my elec bill for 6mos never told me asked for a statement hounded them for 6mos to get it wanted to talk to a supervisor for months never happened the bank tru link doesn't give text alerts n somebody got my card info n im screwed out of thousands n its my loss the VA dictates to me be under their control n i have no choice BEWARE do not use
Nancy Kingsley
Jan 18, 2021
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My Mother is going to be 85 this year and I need to get assistance with my financial, housing, and overall, living arrangements & needs! I am grateful for all their help! I ONLY wish, I could talk about this with my children. My kids are both VERY independent and proudly take care of all their own needs.... I am VERY disappointed in MYSELF, that I did not let it be known, to Balanced Care, that I wish the kids could talk about everything that is - going on in my life.... especially, financially.... so they wont worry about me SO much!! I HATE to see them SO worried about me.... Especially
Deb Sault
Nov 22, 2020
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As a payee company I find them lacking. They do not inform is of changes. They also do not pay us in good time. I pay for this service. They took over Catholic family center and did not notify anyone . Made all types of changes also not notifying anyone If not for my original payee that stayed with them I would have changed them now they leave me no choice. I should not be waiting for my money the way I do every month . No other service does that. Balanced care does not in fact care about their clients and as soon as possible will no longer be handling mine
LaTricia Schobert
Aug 03, 2020
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Everyone is very helpful and always willing to help with anything that comes up. Would refer them to everyone that needs a payee.
Joann Granger
Jul 21, 2020
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Not happy. they went and changed debit cards 1 week before payday and the card has still not arrived. i have no way to pay my bills now. we were never informed about any changes being made concerning our money. called them and said there was nothing they could do but wait for the mail to deliver the new card. that does not help me when i need to get food and pay bills on time!
Geo Hernandez
Jun 08, 2020
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My Representative Payee Dessa is fantastic. Dessa is professional, dependable, and caring. I am lucky to work with Dessa
