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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    Cindy Lail

    Certified Senior AdvisorChecks & Balances Personal Financial Services, LLC
    Lawrenceville, Georgia 30044 United StatesWork Phone: 404-663-9777Website: http://www.checksandbalancesga.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
    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
    • Financial coaching or counseling
    • Notary services
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
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    June Langlois Lais

    Daily Money ManagerJL Daily Money Management
    P.O. Box 3385 Burlington, Vermont 05408 United StatesWork Phone: 802-951-1151Business Established: October 3, 2016
    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
    • Negotiating with creditors
    • Assisting family members or other professional who are named as fiduciaries
    • 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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    Deborah L. Lamb CPA

    Daily Financial Care Services, LLC
    PO Box 342 Dennisville, New Jersey 08214 United StatesWork Phone: 609-464-3944Work Fax: 609-861-2056Website: http://www.DailyFinancialCare.com
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    Susan Lambert

    Senior Resource Center
    206 E. Stephenson Street Freeport, Illinois 61032 United StatesWork Phone: 815-235-9777 x 239Work Fax: 815-235-9571Website: http://www.seniorresourcecenter.net
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    Natalie Landro

    Only Senior Matters, LLC
    PO Box 616 Wynnewood, Pennsylvania 19096 Cell Phone: 610-668-1332
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    Melissa Langston

    Co-Owner and Managing DirectorThe Living Plan, LLCClient Services
    1200 Newport Center Dr. Suite 200 Newport Beach, California 92660 United StatesWork Phone: 323-940-1220View Advertisement

    Business Established: May 5, 2016Website: http://thelivingplan.net
    Clients Served
    • Adult Children
    • 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
    • Medical billing issues
    • 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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    Diane Lansing

    Eddy & 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: 212-987-2463Website: http://www.eddyandschein.com
    Photo of Thomas Lapp

    Thomas Lapp

    PresidentTriad Personal Paperwork Services, LLC
    103 Alford Ct. Chadds Ford, Pennsylvania 19317 United StatesWork Phone: 484-778-4370Website: http://www.triadpaperwork.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
    • 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 Dawn Larimer MBA, CTFA

    Dawn Larimer MBA, CTFA

    OwnerPersonal Financial Care, LLC
    PO Box 81596 Billings, Montana 59108 United StatesWork Phone: 406-671-2073Work Fax: 406-252-9128Website: http://www.personalfinancialcaremt.com
    Clients Served
    • Adult Children
    • High Net Worth Individuals and Families
    • 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
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Rep Payee court appointed work
    Photo of Michelle C. Larsen-Seoane SFS,WLS, DMM

    Michelle C. Larsen-Seoane SFS,WLS, DMM

    Michelle C.L. Seoane, LLC DBA Records Management Specialist
    Falls Church, Virginia 22042 United StatesCell Phone: 703-403-2996Website: http://www.RecordsManagementSpecialist.comWebsite: http://www.TotallyforSeniors.com
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • People with disabilities, chronic illness, including mental illness
    • 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
    • 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.