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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    Certified PDMM 10705 Charter Drive Suite 340 Columbia, Maryland 21044 United StatesWork Phone: 410-707-9440Website: http://bellavissadmm.com
    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
    • Financial fraud issues
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
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    Brian Tande

    Periscope
    2655 First Street Suite 250 Simi Valley, California 93065 United StatesWork Phone: 805-585-5720Website: http://www.periscopemoney.com
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    914 10th Street Golden, Colorado 80401 United StatesWork Phone: 720-628-4512
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    Henry R. Taylor

    Cody Offord, LLC
    401 East 86 Street New York, New York 10028 United StatesWork Phone: 917-667-0600Work Fax: 212-722-3618
    Photo of Mary Kay Taylor MHSM, CRTS

    Mary Kay Taylor MHSM, CRTS

    Owner, Organizer, Move ManagerCharleston Transitions
    Charleston & Surrounding, South Carolina 29410 United StatesWork Phone: 843-884-5585Website: http://www.charlestontransitions.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
    • 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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    Scott TenBroeck

    Elder Options
    338 South Sharon Amity Road Suite 275 Charlotte, North Carolina 28211 United StatesWork Phone: 704-942-0650Work Fax: 704-413-3061
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    439 Daroca Avenue South Pasadena, California 91775 United StatesWork Phone: 626-644-1708
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    Mary Thale

    Bill Ladies
    4825 E. Kirland Road Phoenix, Arizona 85054 United StatesWork Phone: 270-350-2190Website: http://www.BillLadies.com
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    1101 Standford Drive Coral Gables, Florida 33146 USA
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    Glenda Thomas

    nCeptive Daily Money Manager
    365 Boston Post Rd. #258 Sudbury, Massachusetts 01776 United StatesWork Phone: 617-803-5016View Advertisement

    Website: http://www.nceptive-dmm.com
    Clients Served
    • Adult Children
    • 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
    • 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
    • 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.