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 F. Jordan Earle MBA

    F. Jordan Earle MBA

    CEOJ Earle Financial, LLC
    412 C. Pettigru Street Greenville, South Carolina 29601 USAWork Phone: 864-412-3088Business Established: July 1, 2017Website: http://www.jearlefinancial.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
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Notary services
    • Rep Payee court appointed work
    • Tracking donations made to non-profits and gifts made to individuals
    No Image Available

    Ann Easton

    WE Trust Company
    2303 W. Commodore Way Suite 304 Seattle, Washington 98199 United StatesWork Phone: 206-781-6997Work Fax: 206-547-1732Website: http://www.wetrustco.com
    Photo of Rebecca R. Eddy PDMM, MBA

    Rebecca R. Eddy PDMM, MBA

    PartnerEddy & Schein In-Home Administrators for Seniors
    Certified PDMM 136 Madison Avenue 6th Floor New York, New York 10016 United StatesWork Phone: 212-987-1427Work Fax: 646-304-7114Business Established: November 20, 2000Website: http://www.eddyandschein.com
    Clients Served
    • Adult Children
    • Busy Professionals
    • 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
    • Budgeting
    • Negotiating with creditors
    • Medical billing issues
    • Fiduciary services - including POA, Trustee
    • Financial coaching or counseling
    • Financial fraud issues
    • Tracking donations made to non-profits and gifts made to individuals
    No Image Available

    Howard Edelstein

    Equitable Paperwork Support, LLC
    250 Concord Drive River Edge, New Jersey 07661 United StatesWork Phone: 201-638-8662View Advertisement

    Website: http://www.equitablepaperworksupport.com
    Photo of Lisa P. Edwards CPA

    Lisa P. Edwards CPA

    PresidentLifeSolutions of Eastern North Carolina LLC
    1425 South Glenburnie Road Suite 6 New Bern, North Carolina 28562 United StatesWork Phone: 252-670-0028Website: http://www.lifesolutionsadvisor.com
    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
    • 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
    • Tracking donations made to non-profits and gifts made to individuals
    No Image Available
    Mebane, North Carolina 27302 Work Phone: 336-214-5510
    No Image Available

    Annemarie Eggink

    O.R.D.E.R., LLC
    PO Box 4652 Cherry Hill, New Jersey 08034 United StatesWork Phone: 856-642-1492Work Fax: 856-642-1492Website: http://www.ORDERconsulting.com
    No Image Available

    Donna Eichelberger

    Graceful Transitions
    PO Box 15545 Chevy Chase, Maryland 20825 United StatesWork Phone: 301-514-4933Work Fax: 301-829-9665Website: http://www.gracefultransitions.biz
    No Image Available

    Wendy Einspar

    Einspar Daily Money Management
    790 Royal Street George Drive Suite 141, #164 Naperville, Illinois 60563 United StatesWork Phone: 630-728-1257Website: http://www.einspardmm.com
    Photo of Barri Elkins CPA

    Barri Elkins CPA

    OwnerPersonal Bookkeeping Support, LLC
    9 Willimas Street East Northport, New York 11731 United StatesWork Phone: 631-848-1994Website: http://www.pbsupportllc.com
    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
    • Small Business Owners
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Financial record management
    • Medical billing issues
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Notary services
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
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    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.