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
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    Jennifer S. Acheson

    Checks and Balances, LLC
    Simsbury, Connecticut 06089 United StatesWork Phone: 860-916-4831Website: http://www.checksandbalancesct.com
    Photo of Ann Adams

    Ann Adams

    Your Financial Organizer
    78 Duck Pond Road Glastonbury, Connecticut 06033 United StatesWork Phone: 860-659-8345Work Fax: 860-659-8345Website: http://www.yourfinancialorganizer.net
    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
    • Bill payment services for small businesses
    • Financial record management
    • Budgeting
    • Debt reduction
    • Negotiating with creditors
    • Medical billing issues
    • Financial coaching or counseling
    • Tracking donations made to non-profits and gifts made to individuals
    Photo of Vic Bible

    Vic Bible

    IFFS Eldercare Consultants, LLC
    PO Box 186 Simsbury, Connecticut 06070 United StatesWork Phone: 860-214-6480Website: http://www.iffseldercare.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
    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
    • Rep Payee court appointed work
    • Works Remotely
    Photo of Alexis Boccanfuso CPO®

    Alexis Boccanfuso CPO®

    c|p daily money managementFinancial Organizing division of clutter|phobe
    PO Box 7153 Wilton, Connecticut 06897 United StatesWork Phone: 203-529-5162Website: http://www.clutterphobe.comWebsite: https://www.cpdmm.com
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • 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
    • Negotiating with creditors
    • Medical billing issues
    • Notary services
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Laura Provost Brown

    Laura Provost Brown

    Daily Money ManagerCompassionate Money Management LLC
    24 West Main Street, Suite 229 Clinton, Connecticut 06413 United StatesWork Phone: 860-395-7893Website: http://www.LauraProvostBrown.comWebsite: http://www.linkedin.com/in/laura-provost-brown-b305a814
    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
    • Medical billing issues
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Notary services
    • Rep Payee court appointed work
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
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    Joseph Carbonara

    All Payroll Solutions
    5 River Road Suite 313 Wilton, Connecticut 06897 United StatesWork Phone: 203-355-0060Work Fax: 208-441-5902Website: http://www.allpayrollsolutions.net
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    Ms. Holly S Chepow

    PresidentHandled by…Holly
    52 Salem Walk Milford, Connecticut 06460 United States Norwalk, Alabama 06850 Cell Phone: 2037227443
    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
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
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    Holly Chepow

    Handled by Holly
    52 Salem Walk Milford, Connecticut 06460 United StatesWork Phone: 203-882-8218Work Fax: 203-882-8218Website: http://www.handledbyholly.com
    Photo of Clare Dubé

    Clare Dubé

    Clare Dubé – Financial Therapy
    1156 Yorkshire Pkwy Suite 104 Myrtle Beach, South Carolina 29577 United StatesPO Box 204 1291 Boston Post Road – Suite 104 Madison, Connecticut 06443 United StatesWork Phone: 203-376-4852Website: http://www.claredube.com
    Clients Served
    • High Net Worth Individuals and Families
    • Non-profit Organizations
    • People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
    • 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
    • Financial coaching or counseling
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Rebecca K Feeley

    Rebecca K Feeley

    Director of Business DevelopmentFinancial Sense, LLC
    116 Morgan Street Stamford, Connecticut 06905 United StatesWork Phone: 203-353-0040 ext 2Business Established: June 17, 1996Website: http://www.financialsense.net
    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
    • Debt reduction
    • Negotiating with creditors
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • 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.