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.
ElderCare Resources, Inc., offers licensed and bonded professional fiduciary services to people of all ages. We can assist with daily money management, bill paying, investment planning and estate management as well as serve as power of attorney, rep payee or conservator.
116 Morgan StreetStamford, Connecticut06905United StatesworkWork Phone:203-353-0040workEmail:INTERNETBusiness Established: June 17, 1996Business Established - Rebecca K Feeley19960617000000Website:http://www.financialsense.net
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
Bill payment services for individuals and families
Financial record management
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
I have over 7 years of experience in the Financial Services industry working in several capacities throughout my career including investor relations, marketing, client service, administrative, and business development. The unique skill set that I’ve developed over the years has given me the ability to hone in on what a client really needs and derive a strategy to meet their specific personal financial goals.
We, at Financial Sense, pride ourselves on tailoring our Daily Money Management services to each individual client’s objectives, whether that means paying bills on time, tracking inflows & outflows, budgeting, or coming up with a viable savings strategy.
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.