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 Q R S T U V W Y Z
    Photo of Edward W. Jackson MBA

    Edward W. Jackson MBA

    Phoenix Consulting, LLC
    2404 Spencer Road Silver Spring, Maryland 20910 United StatesWork Phone: 301-219-2912Work Fax: 301-588-2535Website: http://www.phoenixconsultingllc.net
    Clients Served
    • Adult Children
    • Busy Professionals
    • Seniors and Older Adults
    • Small Business Owners
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Budgeting
    • Debt reduction
    • Negotiating with creditors
    • Assisting family members or other professional who are named as fiduciaries
    • Works Remotely
    Photo of Heather Jackson

    Heather Jackson

    CEO/PresidentJackson Personal Financial Services, LLC
    1435 Blue Heron Lane Jacksonville Beach, Florida 32250 USACell Phone: 904-699-3728Website: http://www.jacksonpfs.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
    • Small Business Owners
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Financial record management
    • Budgeting
    • Financial coaching or counseling
    • Financial fraud issues
    • Notary services
    Photo of J.J. Jackson

    J.J. Jackson

    OwnerPaperwork Maven LLC
    Centreville, Virginia 20121 Work Phone: 703-266-6962View Advertisement

    Website: http://paperworkmaven.com
    Clients Served
    • Adult Children
    • Busy Professionals
    • 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
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    No Image Available

    Katharine B. Jacobson

    The Senior Secretary, LLC
    PO Box 3 Fort Defiance, Virginia 24437 United StatesWork Phone: 540-292-0607
    No Image Available

    Kat Jacoby

    Divine Organization
    1459 Klein-Ahrens Road Fredericksburg, Texas 78624 United StatesWork Phone: 210-391-4407
    No Image Available

    Joel E. Jakubson

    Jakubson Financial Organizers
    30 Sunrise Court Suite 100 Menlo Park, California 94025 Work Phone: 415-309-1678
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • People with disabilities, chronic illness, including mental illness
    • Small Business Owners
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Budgeting
    • Assisting family members or other professional who are named as fiduciaries
    • Financial fraud issues
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    No Image Available

    Lucy Jennings

    Legacy Management, Inc.
    6728 Curran Street McLean, Virginia 22101 United StatesWork Phone: 703-388-2877Work Fax: 703-388-2876Website: http://www.legacy-mgmt.com
    Clients Served
    • Adult Children
    • Busy Professionals
    • Military Personnel and Veterans
    • Seniors and Older Adults
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Medical billing issues
    • Notary services
    • Tracking donations made to non-profits and gifts made to individuals
    No Image Available

    Ms. Becky Sangster Jensen MBA

    Financial CounselorProsperity Focus, LLC
    Work Phone: 650-988-1900Business Established: January 21, 1989Website: http://www.prosperityfocus.com
    Clients Served
    • Adult Children
    • 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
    • Financial coaching or counseling
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    No Image Available

    Maureen Denise Johnson

    President/OwnerTrusted Daily Solutions, Inc.
    2436 North Federal Hwy Suite 415 Lighthouse Point, Florida 33064 USACell Phone: 954-461-5131
    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
    • 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
    Photo of Melissa Johnson PDMM

    Melissa Johnson PDMM

    Professional Daily Money ManagerCville Budget
    Charlottesville, Virginia 22903 USACell Phone: 4344658098Business Established: August 2, 2018
    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
    • 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
    • Rep Payee court appointed work
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
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    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.