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 Julie Ragland MBA

    Julie Ragland MBA

    President of Office and Financial Tranquility, LLCOffice and Financial Tranquility, LLC
    52 Spring Street Pawtucket, Rhode Island 02860 United StatesWork Phone: 401-400-2751Website: http://www.oftranquility.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
    • 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
    • Financial coaching or counseling
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Carol Ragle MSI

    Carol Ragle MSI

    Stonebridge Daily Money Management Services, LLC
    Cincinnati, Ohio Work Phone: 513-899-1627Website: https://stonebridgedmms.wixsite.com/sdmms
    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
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Debt reduction
    • Negotiating with creditors
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Works Remotely
    Photo of Silvia Rappaport MBA, CSA

    Silvia Rappaport MBA, CSA

    Managing DirectorOrganization Matters LLC
    13771 North Fountain Hills Blvd. Fountain Hills, Arizona 85268 USACell Phone: 480-528-1432
    Clients Served
    • High Net Worth Individuals and Families
    • 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
    • Financial coaching or counseling
    • Financial fraud issues
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    No Image Available

    Aren Raynes

    Grace & Co., LLC
    PO Box 7438 Reno, Nevada 89510 United StatesWork Phone: 775-853-7008Work Fax: 775-853-2203
    No Image Available

    Karen Redding

    OwnerRedding Money Management, LLC, dba Redding Group
    Houston, Texas 77005 Work Phone: 281-786-4357Business Established: January 14, 2019Website: http://www.reddingpfs.com
    Clients Served
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Military Personnel and Veterans
    • Non-profit Organizations
    • 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
    • Facilitation of household payroll
    Photo of Debbie Rosenstein Redman

    Debbie Rosenstein Redman

    Fiscal Fitness 4 U
    9814 Glynshire Way Potomac, Maryland 20854 United StatesWork Phone: 301-785-9660Work Fax: 301-468-6703Website: http://www.fiscalfitness4U.com
    Clients Served
    • 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
    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
    • Tracking donations made to non-profits and gifts made to individuals
    No Image Available

    Dennette C. Reed

    Loyalty Client Services
    130 Hedgewick Lane Wrightsville, Pennsylvania 17368 United StatesWork Phone: 717-887-4640Website: http://loyaltyclientservices.com
    No Image Available

    DENNETTE DENNETTE C REED

    OWNERLOYALTY CLIENT SERVICES LLC
    Work Phone: 717-887-4640Website: http://www.loyaltyclientservices.com
    Clients Served
    • High Net Worth Individuals and Families
    • Military Personnel and Veterans
    • Seniors and Older Adults
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Financial fraud issues
    • Tracking donations made to non-profits and gifts made to individuals
    No Image Available

    Lori Reese

    OwnerConsider It Done, LLC
    PO Box 61273 Harrisburg, Pennsylvania 17106-1273 United StatesWork Phone: 717-991-9036Business Established: January 1, 2014Website: http://www.ConsiderItDonePa.com
    Clients Served
    • Adult Children
    • High Net Worth Individuals and Families
    • 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
    • Tracking donations made to non-profits and gifts made to individuals
    Photo of Laura Reeves CRCP

    Laura Reeves CRCP

    Benefit Bookkeeping
    21 Twin Oaks Ct. Jackson, New Jersey 08527 United StatesCell Phone: 732-267-3507
    Clients Served
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Seniors and Older Adults
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Medical billing issues
    • Fiduciary services - including POA, Trustee
    • 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
    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.