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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 & Social Security benefit administrator.
Exceptional Support
Our staff offers knowledgeable, compassionate customer service.
Simple to get started
Our staff will help you through the entire application process.
Low Maintenance Fees
As a non-profit agency, we maintain some of the lowest industry fees.
No Minimum Balance
You do not need to carry excess money to keep an active account.
24/7 Client Portal Access
View your account activity anytime, to review payments, deposits, etc.
Automatic Bill Paying
All applicable bills will be setup to be paid automatically, on time.
Automated Deposits
We setup direct deposits to your account, from your account.
Pooled Trust Completion
BalancedCare will submit your pooled trust packet to Medicaid

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

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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

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

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