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
    No Image Available

    Jo Ann Zaleski

    Your Money Matters, LLC
    707 Redwood Drive Westminster, Maryland 21157 United StatesWork Phone: 410-236-0959
    Photo of Elizabeth Zeldes CPA

    Elizabeth Zeldes CPA

    CPA for Seniors
    PO Box 751 Ada, Michigan 49301 United StatesWork Phone: 616-633-7876Work Fax: 888-335-1452Website: http://www.cpaforseniors.com
    Clients Served
    • Adult Children
    • People with disabilities, chronic illness, including mental illness
    • Seniors and Older Adults
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Debt reduction
    • Medical billing issues
    • 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
    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
    No Image Available
    17057 Newport Club Drive Boca Raton, Florida 33496 United StatesWork Phone: 561-866-0900
    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.