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 Kyle Davidson

    Kyle Davidson

    Jewish Family Services, Inc.
    6718 Patterson Ave Richmond, Virginia 23226 United StatesWork Phone: 804-282-5644Work Fax: 804-282-0006Website: http://www.jfsrichmond.org
    Clients Served
    • Adult Children
    • 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
    • Budgeting
    • Debt reduction
    • Medical billing issues
    • Fiduciary services - including POA, Trustee
    • Works Remotely
    Photo of Danielle Davis MBA

    Danielle Davis MBA

    Daily Money ManagerBills & Budgets
    Houston, Texas 77065 United StatesWebsite: http://www.billsandbudgets.comWebsite: https://www.facebook.com/billsandbudgets/Website: https://www.instagram.com/bills_and_budgets/
    Clients Served
    • Adult Children
    • 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
    • Negotiating with creditors
    • Financial fraud issues
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Cari Dawson

    Cari Dawson

    Financial OrganizerCari’s Custom Organizing
    PO Box 50946 Los Angeles, California 90050 United StatesWork Phone: 323-600-4993Website: http://www.cariscustomorganizing.com
    Clients Served
    • Busy Professionals
    • High Net Worth Individuals and Families
    • 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
    • Medical billing issues
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    No Image Available

    Cathleen Day-Parry MSW, LSW

    OwnerThere For You LLC
    Cell Phone: 7325754351Website: http://www.there4u.net
    Clients Served
    • Adult Children
    • People with disabilities, chronic illness, including mental illness
    • 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
    • Tracking donations made to non-profits and gifts made to individuals
    Photo of JuliAnne DeChaine PDMM

    JuliAnne DeChaine PDMM

    Veritas Home Office Management
    Certified PDMM 133 N. Altadena Drive Suite 402 , California 91107 United States2731 Prospect Avenue , California 91214 Work Phone: 323.340.1400Cell Phone: 323.896.8096
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • 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
    • Negotiating with creditors
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Financial fraud issues
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    Photo of Kelly Deering

    Kelly Deering

    Deering Financial Services, LLC
    Seekonk, Massachusetts 02771 United StatesWork Phone: 508-343-0166Website: http://www.deeringfinancial.com
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Military Personnel and Veterans
    • Non-profit Organizations
    • 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
    • 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
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    No Image Available

    Joan M. DeFinis

    Personal Money Management
    19 Garrison Road Wellesley, Massachusetts 02482 United StatesWork Phone: 617-529-7287Work Fax: 781-235-1428Website: http://learn.to/manage$
    No Image Available
    20 Orchard Lane Rye, New York 10580 Cell Phone: 914-672-2819
    Clients Served
    • Busy Professionals
    • High Net Worth Individuals and Families
    • 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
    • Assisting family members or other professional who are named as fiduciaries
    No Image Available

    Theresa Deliberto

    Just Like Family, Inc.
    7474 N. Figueroa Street Suite 125 Las Angeles, California 90041 United StatesWork Phone: 323-254-3072Website: http://www.justlikefamilycares.com
    No Image Available

    Mary Helen Dennis

    My Confidant, Inc.
    51 Fitzhugh Avenue Westminster, Maryland 21157 United StatesWork Phone: 410-375-7903Work Fax: 410-751-3845Website: http://www.myconfidant.net
    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.