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.
Nancy G. Goldfarb CPA CFPPrincipalNancy Goldfarb & Associates
Nancy Goldfarb and Associates, specializing in Daily Money Management, work with clients on a one-to-one basis, placing the highest value in trust and sincerity. Our three “Cs” of business conduct are Compassionate, Clarity, and Competence. We provide daily money management and CPA services. The firm is located in Fort Lee, NJ – serving NY and NJ.
For individuals and families unable or unwilling to manage their finances, perhaps due to time limitations. We can provide peace of mind with bill payment services and organization of your finances. We maintain the bank accounts – bank reconciliations, checkbook balancing; handling correspondence, record keeping, and tax planning.
We may be as involved as you would like us to be – advising you on simple matters to complete daily money management services. You should seek supportive caring services. We provide professional convenient services – we travel to our clients. We organize your finances to develop a plan to preserve your assets as long as possible while still paying for your daily needs.
Nancy Goldfarb is a Certified Financial Planner (CFP) and a Certified Public Accountant and holds a bachelor of science in economics from The Wharton School, University of Pennsylvania.