AADMM
   
American Association of Daily Money Managers

DMM Directory

AADMM does not endorse nor guarantee the services of any member listed in the "DMM Directory" section. However, all current AADMM members listed below have signed a Code of Ethics. We always encourage consumers to interview and ask for client or personal references before commencing services from a DMM. Be sure to review our list of questions to ask before hiring a DMM.

    A B C D E F G H I J K L M N O P R S T U V W Y Z
    Photo of Karen R. Caccavo MBA

    Karen R. Caccavo MBA

    Personal Money Manager
    New City, New York 10956 United StatesWork Phone: 845-634-0076Work Phone: 914-288-5229Business Established: March 1, 2008Website: https://www.PersonalMoneyManager.net
    Clients Served
    • Adult Children
    • High Net Worth Individuals and Families
    • People with disabilities, chronic illness, including mental illness
    • People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
    • Seniors and Older Adults
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Notary services
    • Tracking donations made to non-profits and gifts made to individuals
    Photo of Yvonne Calavan

    Yvonne Calavan

    Systems For Life
    14326 Interlake Avenue N Seattle, Washington 98133 United StatesWork Phone: 206-367-4400Cell Phone: 206-390-1200Website: http://www.systemsforlife.com
    Clients Served
    • Busy Professionals
    • People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
    • Seniors and Older Adults
    • Small Business Owners
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Financial record management
    • Budgeting
    • Debt reduction
    • Negotiating with creditors
    • Notary services
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    No Image Available

    Ellen Calcagno

    Daily Money Management with A Loving Touch
    9865 Santa Clara Road Atascadero, California 93422 United StatesWork Phone: 805-704-6520Work Fax: 805-461-5370
    Photo of Karen Caldwell

    Karen Caldwell

    Caldwell Daily Money Management Services
    14 Hyannis Cove San Rafael, California 94901 United StatesWork Phone: 415-459-1519Cell Phone: 415-302-5798Website: http://www.caldwell-dmms.com
    Clients Served
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Military Personnel and Veterans
    • People with disabilities, chronic illness, including mental illness
    • People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
    • Seniors and Older Adults
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Debt reduction
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Financial fraud issues
    • Tracking donations made to non-profits and gifts made to individuals
    No Image Available
    1000 University Avenue Suite 900 Rochester, New York 14607 United StatesWork Phone: 585-456-3440Work Fax: 585-546-5693Website: http://www.cccsofrochester.org
    Photo of Deborah Campbell

    Deborah Campbell

    PresDC & Company, LLC
    PO Box 690052 Vero Beach, Florida 32969 USAWork Phone: 772-794-3190Work Fax: 772-794-2014Website: http://www.DCandCO.comWebsite: http://www.HopeFullCoaching.com
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Military Personnel and Veterans
    • People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
    • Seniors and Older Adults
    • Small Business Owners
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Financial record management
    • Budgeting
    • Debt reduction
    • Negotiating with creditors
    • Medical billing issues
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Financial fraud issues
    • Notary services
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Kip Campbell MBA

    Kip Campbell MBA

    Campbell Personal Business Services
    211 Lauderdale Rd Nashville, Tennessee 37205 Cell Phone: 615-482-1453Business Established: March 1, 2018Website: http://www.countoncampbell.com
    Clients Served
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Military Personnel and Veterans
    • People with disabilities, chronic illness, including mental illness
    • People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
    • Seniors and Older Adults
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Negotiating with creditors
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Financial fraud issues
    • Notary services
    • Facilitation of household payroll
    No Image Available

    Vanessa Campbell

    Sage Daily Money Manager, LLC
    1185 West Delhi Road Ann Arbor, Michigan 48103 United StatesWork Phone: 734-255-7570Website: http://www.sagemoneymanager.com
    Photo of Ms. Susan Campion MS, LADC, ICGC-II

    Ms. Susan Campion MS, LADC, ICGC-II

    PresidentCampion Cash Management
    Minneapolis, Minnesota 55423 USCell Phone: 612-267-7952Website: http://www.campioncashmanagement.com
    Clients Served
    • Adult Children
    • People with disabilities, chronic illness, including mental illness
    Services Provided
    • Bill payment services for individuals and families
    • Budgeting
    • Debt reduction
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Notary services
    • Works Remotely
    No Image Available
    3035 Bloxley Court Roswell, Georgia 30075 United StatesWork Phone: 678-895-7121Member Since: August 11, 2017
    The information presented here is not intended to substitute for legal, accounting, tax or other professional advice. Probate and contract law varies form state to state. All members are advised to obtain advice from professionals in his/her own state. Any information and reference materials recommended by other members should not be relied upon as being comprehensive or error free. Any legal documents shared by members should be reviewed by an attorney in the member's home state.
    The user assumes all responsibility and risk for the use of this website. Under no circumstances shall the American Association of Daily Money Manager (AADMM), its board members, or management team be liable for any direct or indirect damages that result from the use of information posted on the website. Reference to any products of services are for convenience only and do not constitute an endorsement of AADMM.