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
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    Joan Hackmann-Gaul

    Personal Assistant/Daily Money ManagerIn Your Best Interest
    903 W. King Road Malvern, Pennsylvania 19355 United StatesCell Phone: 610-952-6500Work Phone: 610-296-0125View Advertisement

    Clients Served
    • Adult Children
    • Busy Professionals
    • 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
    • Assisting family members or other professional who are named as fiduciaries
    • Notary services
    • Rep Payee court appointed work
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Kerry Hale

    Kerry Hale

    Caring Money Management Services, LLC
    1425 W. Tara Drive Gilbert, Arizona 85233 United StatesWork Phone: 480-330-4510Website: http://www.caringmoneymanagement.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
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Debt reduction
    • Medical billing issues
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    Caitlin Hall MBA, PDMM

    PresidentOrganize My Life, Inc.
    Certified PDMM 6919 W. Broward Blvd., #278 Plantation, Florida 33317 United StatesWork Phone: 954-465-6374Work Fax: 954-622-9182Business Established: August 1, 2004Website: http://www.orgmylife.com
    Clients Served
    • Busy Professionals
    • High Net Worth Individuals and Families
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Financial record management
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Kathy Hall CMA, CFM, MBA

    Kathy Hall CMA, CFM, MBA

    Hall Financial Services LLC
    Bluffton, South Carolina Cell Phone: 203-994-7995Website: https://hall-financial.com/
    Clients Served
    • Adult Children
    • Busy Professionals
    • 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
    • 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
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Notary services
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Tracey Hall PDMM

    Tracey Hall PDMM

    PrincipalAssistance a la Carte
    Certified PDMM 2710 S. Rockford Road Tulsa, Oklahoma 74114 United StatesWork Phone: 918-859-0654Member Since: August 6, 2012Business Established: July 8, 2008
    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
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Notary services
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
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    Diane Hammaker

    Trusted Life Services, LLC
    1545 Furnace Hill Road Denver, Pennsylvania 17517 United StatesWork Phone: 717-468-6378
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    Barbara H. Hance PDMM

    Barbara H. Hance Associates, Inc.
    Certified PDMM 321 Main Street Farmington, Connecticut 06032 United StatesWork Phone: 860-675-1484Work Fax: 860-673-4288Website: http://www.bhanceassociates.com
    Photo of Karen Hankins

    Karen Hankins

    Integrity Money Management, LLC
    106 Musgrove Circle Cary, North Carolina 27518 United StatesCell Phone: 919-720-2950Website: http://www.integritymoneymanagement.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
    • 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
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Works Remotely
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    Susan E. Hanley

    SEH Tax Services, Inc.
    236 West Portal Avenue, #306 San Francisco, California 94127 United StatesWork Phone: 415-964-8710Website: http://www.SEHTaxServices.com
    Photo of Janis Harlow MBA

    Janis Harlow MBA

    CEOPaper Tigress Personal Finance Care, LLC
    PO Box 854 Landenberg, Pennsylvania 19350 United StatesWork Phone: 484-727-8444Work Phone: 302-729-3667Business Established: January 20, 2014Website: http://www.papertigresspfc.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
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    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.