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A BalancedCare Pooled Trust can help you preserve your monthly income for living expenses, and still qualify for Medicaid, SSI, and other Public Benefits. We are a trusted, non-profit organization, offering you and your loved one's
peace of mind, and a better solution!

Here Are Some Important Reasons to Choose BalancedCare!

Trusted Non-profit

Designated VA Fiduciary
Designated Social Security benefit Administrator
Many Audit Certifications

Low Cost

No Minimum Balance
Low Maintenance Fees

Our Customer Service

A compassionate Staff
Responsive to Your Needs & Your Specific Questions

Client Portal

You can logon anytime and see the bills that are paid & your balance.

Automated Processes

We use Debit cards instead of checks
Bills Are Paid Daily
Bills Are Directed to Us
ACH Deposits Are Hassle-Free

Our Clients

       Our #1 source of referrals.


I am writing to express my sincere gratitude for the information you have provided to me regarding a pooled trust. Your professional demeanor along with your compassion is what makes you stand out among the "professionals".


We Are a Trusted Agency For the Veterans & Social Security Administrations.

If you have questions, we’re here to help, so lets talk!

Schedule Online

Our Contact Form will ask your preferred time to reach you. We will be in touch then.

Make an Appointment

Call Our Office

Often times a phone call can answer all your questions at the same time. We are always happy to talk to you.

Call (585) 360-1854

Leave a Message

Whether you have a question or you want us to call you, use the Contact Form and we will respond promptly.

Contact Us Form