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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    PO Box 34765 Las Vegas, Nevada 89133 United StatesCell Phone: 702-439-4982
    Photo of Marianne K. Maguire EA

    Marianne K. Maguire EA

    Financial Coach / Daily Money ManagerGuiding Sense SolutionsWoman Small Business Owner
    St. Augustine, Florida 32086 Cell Phone: 904-392-7602Website: http://GuidingSense.org
    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
    • 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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    Diane Malone

    Lifestyle Solutions, LLC
    17 Cape Jasmine Ct. Gaithersburg, Maryland 20879 United StatesWork Phone: 301-977-8884Work Fax: 301-355-4346Website: http://www.lifestylesolutionsllc.com
    Photo of Faith Manierre CPO, CPO-CD

    Faith Manierre CPO, CPO-CD

    Daily Money Manager, Professional OrganizerBusy Bees Professional Organizing, LLC
    115 Fern Street Glastonbury, Connecticut 06033 Work Phone: 860-997-4740Website: http://www.busybeesorganizing.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
    • Negotiating with creditors
    • 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 Susan Mantz CSA, PDMM

    Susan Mantz CSA, PDMM

    Susan Mantz, LLC
    Certified PDMM 737 Cable Beach Lane North Palm Beach, Florida 33410 United StatesWork Phone: 757-470-4220Website: http://www.susanmantzllc.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
    • Negotiating with creditors
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Facilitation of household payroll
    • Works Remotely
    Photo of Susie Marbury PDMM

    Susie Marbury PDMM

    Owner, FounderChecks and Balances for You, LLC
    Certified PDMM PO Box 7158 Albuquerque, New Mexico 87194 United StatesWork Phone: 505-730-2140Business Established: November 1, 2012Member Since: November 9, 2012Website: http://www.checksandbalances4u.com
    Clients Served
    • Busy Professionals
    • High Net Worth Individuals and Families
    • 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
    • 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
    Photo of Corrine Markey MBA, Notary

    Corrine Markey MBA, Notary

    The Seniors Answer
    145 SE 25th Road #702 Miami, Florida 33129 United StatesWork Phone: 305-646-1833Cell Phone: 954-270-1363Website: http://www.theseniorsanswer.com
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Military Personnel and Veterans
    • 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
    • Assisting family members or other professional who are named as fiduciaries
    • 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
    Photo of Alix Marsters RN, Notary

    Alix Marsters RN, Notary

    President/FounderAt Home Management, LLC
    PO Box 25 Basking Ridge, New Jersey 07920 United StatesWork Phone: 908-672-6471Business Established: January 1, 2007Website: http://www.athomemanagementllc.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
    • Medical billing issues
    • Fiduciary services - including POA, Trustee
    • 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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    Julie Mart

    Personal Accounting Services
    2909 Hazel Lane Minnetonka, Minnesota 55305 United StatesMember Since: August 8, 2015Website: http://www.personalaccountservices.com
    Clients Served
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Military Personnel and Veterans
    • Non-profit Organizations
    • 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
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
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    Kevin Martin

    KAS Accounting
    4810 Cemetery Road Hilliard, Ohio 43026 United StatesWork Phone: 614-946-3700Website: http://www.kasaccounting.com
    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.