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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    Susan Fockler

    Peace of Mind Money Managers, LLC
    98 Stan Cilley Road Lincolnville, Maine 04849 United StatesWork Phone: 207-763-2703Website: http://www.peaceofmindmoneymanagers.com
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    Leslie Gibbons

    LTG Financial Organizing
    PO Box 66826 Falmouth, Maine 04105 United StatesWork Phone: 207-671-2090
    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
    • Small Business Owners
    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
    • Financial fraud issues
    • Tracking donations made to non-profits and gifts made to individuals
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    Scarborough, Maine 04074 United StatesCell Phone: 408-476-8591
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    9 Ocean Terrace Cumberland Foreside, Maine 04110 Work Phone: 207-712-6343
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    Jennifer Minkowitz JD

    The Financial Organizer, LLC
    2 Stone Brooke Road Scarborough, Maine 04074 United StatesWork Phone: 207-841-3711
    Clients Served
    • Adult Children
    • High Net Worth Individuals and Families
    • People with disabilities, chronic illness, including mental illness
    • Seniors and Older Adults
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Debt reduction
    • Negotiating with creditors
    • 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
    Photo of Lisa P. Orso CSA

    Lisa P. Orso CSA

    Certified Senior Advisor®ElderHand, LLC
    61 Phipps Road Portland, Maine 04102 United StatesWork Phone: 207-831-8816Work Fax: 207-772-1775Website: http://www.elderhandllc.com
    Clients Served
    • Adult Children
    • 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
    • Financial fraud issues
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    Photo of Debra Richard

    Debra Richard

    The Personal Financial Assistant
    893 Portland Road Unit 8 Saco, Maine 04072 United StatesWork Phone: 207-233-8046Website: http://www.thepersonalfinancialassistant.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
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Financial fraud issues
    • Notary services
    • Tracking donations made to non-profits and gifts made to individuals
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    Ann Town

    A.T. Business Solutions, LLC
    PO Box 23 Yarmouth, Maine 04096 United StatesWork Phone: 207-615-5060Work Fax: 866-302-6546Website: http://www.anntownsolutions.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.