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 Cathy Zavitz

    Cathy Zavitz

    Financial Concierge, Inc.
    756 Templemead Drive Hamilton, Ontario L8W 2V7 CanadaCell Phone: 289-382-9231
    Clients Served
    • Adult Children
    • 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
    • Assisting family members or other professional who are named as fiduciaries
    • Tracking donations made to non-profits and gifts made to individuals
    No Image Available
    831 South Poplar Street Allentown, Pennsylvania 18103 Cell Phone: 484-903-7428
    Photo of Elizabeth Zeldes CPA, PDMM

    Elizabeth Zeldes CPA, PDMM

    Elizabeth Zeldes CPA
    Certified PDMM 134 F Street Salt Lake City, Utah 84103 USCell Phone: (616) 633-7876
    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
    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 fraud issues
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Jen Zelen

    Jen Zelen

    OwnerWillamette Daily Money Management LLC
    2850 SW Cedar Hills Blvd #250 Beaverton, Oregon 97005 Cell Phone: 503-705-2285
    Clients Served
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Military Personnel and Veterans
    • Non-profit Organizations
    • 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
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Financial fraud issues
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    No Image Available

    Melissa Zirlin

    At-Home Money Management
    100 Westview Road Short Hills, New Jersey 07078 United StatesWork Phone: 917-843-4866Member Since: October 6, 2017
    Photo of Sharon Zissman Esq.PDMM

    Sharon Zissman Esq.PDMM

    Client Service ManagerEveryday Money Management, LLC
    Certified PDMM 5618 McLean Drive Bethesda, Maryland 20814 United StatesWork Phone: 301-675-9083Work Fax: 240-536-9146Website: http://www.everydaymoneymanagement.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
    • Medical billing issues
    • 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
    Photo of Jeremy Zizmor DMM

    Jeremy Zizmor DMM

    Founder and Daily Money ManagerAssurance Family Partners, LLCA compassionate approach to personal finance administration
    Boston, Massachusetts 02122 United StatesWork Phone: (617) 733 - 9926Website: http://www.assurancefamilypartners.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
    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
    • Rep Payee court appointed work
    • Facilitation of household payroll
    • 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.