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
    Photo of Karen Sabin Gitles MBA, CSA

    Karen Sabin Gitles MBA, CSA

    Your Personal Finance Manager | The Senior’s Finance Manager
    PO Box 84 Highland Park, Illinois 60035 United StatesWork Phone: 847-254-3975Website: http://www.karengitles.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
    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
    • Financial fraud issues
    • Notary services
    • Rep Payee court appointed work
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Lynn Saganey

    Lynn Saganey

    K & J Bill Paying Services, LLC
    281 Essex Street Weymouth, Massachusetts 02188 United StatesWork Phone: 781-534-1522Website: http://KJpaybills.com
    Clients Served
    • Adult Children
    • 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
    Photo of Alison Salisbury PDMM

    Alison Salisbury PDMM

    President and FounderFiscally Fit, Inc.
    Certified PDMM P.O. Box 301 Los Altos, California 94023 United StatesWork Phone: 650-965-4090Website: http://www.fiscallyfit.us
    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
    • 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
    No Image Available

    Charles G. Samaha

    Daily Money Managers, Inc.
    PO Box 301 Rockland, Delaware 19732 United StatesWork Phone: 609-790-3980Website: http://www.dailymoneymangers.net
    Photo of Charles G. Samaha

    Charles G. Samaha

    Daily Money Managers, Inc.
    Rockland, Delaware 19732 United StatesCell Phone: 609-790-3980View Advertisement

    Business Established: November 1, 2010Website: http://www.dailymoneymanagers.net
    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 fraud issues
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Sheri L. Samotin PDMM, CLPF, MBA, NCG, CPC

    Sheri L. Samotin PDMM, CLPF, MBA, NCG, CPC

    PresidentLifeBridge Solutions, LLC
    Certified PDMM 9903 Santa Monica Blvd. #3200 Beverly HIlls, California 90212 United StatesWork Phone: 323-452-2680Business Established: February 1, 2009Website: http://www.lifebridgesolutions.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
    • 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
    Photo of Sheri Samotin PDMM, CLPF, MBA, NCG, CPC, CLPF

    Sheri Samotin PDMM, CLPF, MBA, NCG, CPC, CLPF

    PresidentLifeBridge Solutions LLC
    Certified PDMM 9903 Santa Monica Blvd Suite 3200 Beverly Hills, California 90212 USAWork Phone: 323-452-2680Business Established: February 1, 2009Website: http://www.LifeBridgeSolutions.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
    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
    • Financial coaching or counseling
    • Financial fraud issues
    • Notary services
    • Facilitation of household payroll
    • Works Remotely
    No Image Available

    Sammie Sanchez-Davis

    Checks and Balances for You, LLC
    PO Box 7158 Albuquerque, New Mexico 87194 United StatesWork Phone: 505-730-2140Website: http://www.checksandbalances4u.com
    No Image Available

    Paul Sandock

    Daily Money Managers of Indiana, LLC
    PO Box 1086 Carmel, Indiana 46033 United StatesWork Phone: 317-581-1000Member Since: October 1, 1012Website: http://www.dailymmi.com
    No Image Available
    4 Rockledge Avenue Ossining, New York 10562 United StatesWork Phone: 914-334-3959
    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.