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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    Debra Almeida PDMM

    Sanibel Blue Financial
    Certified PDMM PO Box 322 Sanibel Island, Florida 33957 United StatesWork Phone: 239-472-7222Work Fax: 239-472-1934Website: http://www.SanibelBlue.com
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    Jeannine Anderson Rusch

    Corral Gate Concierge for the Elite & Retired
    6900 Corral Gate Lane Sarasota, Florida 34241 United StatesWork Phone: 973-980-2551
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    David Banther MS, PDMM

    Managing PartnerBanther Consulting Corp
    Certified PDMM 622 East Tarpon Avenue Tarpon Springs, Florida 34689 United StatesWork Phone: 727-938-8927Website: http://www.banther.com
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Small Business Owners
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Financial record management
    • Budgeting
    • Fiduciary services - including POA, Trustee
    • Notary services
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
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    Heather Bayfield

    Life Management Advisors
    830-13 A1A North #262 Ponte Vedra Beach, Florida 32082 United StatesWork Phone: 904-473-5405Work Fax: 904-473-5905Website: http://www.lifemanagementadvisors.com
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    David Bellotti

    American Geriatric Care Group, LLC
    140 South Beach Street Suite 308 Daytona Beach, Florida 32114 United StatesWork Phone: 386-248-1919Work Fax: 386-248-8561Website: http://www.usCareGroup.com
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    Katherine Blazer

    Lifestyle Solutions, LLC
    PO Box 15879 Sarasota, Florida 34277 United StatesWork Phone: 865-257-1214
    Clients Served
    • 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
    • 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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    Amy Bock

    MoneyCare, LLC
    5840 Red Bug Lake Road #200 Winter Springs, Florida 32708 United StatesWork Phone: 407-462-7915Website: http://www.moneycarefl.com
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    Judy Owen Brock

    First Coast Financial Freedom, LLC
    4235 Marsh Landing Blvd., #12 Jacksonville Beach, Florida 32250 United StatesWork Phone: 240-498-5028
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    Debora L Chong

    Bookkeeping and Beyond
    6124 7th Avenue New Port Richey, Florida 34653 USACell Phone: 727-798-7369
    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
    • Medical billing issues
    • Facilitation of household payroll
    • Works Remotely
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    Carol Ciarniello

    Money Talks Listen and Learn, LLC
    PO Box 14051 Bradenton, Florida 34280 United StatesWork Phone: 941-779-4174Website: http://www.moneytalkslistenandlearn.com
    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.