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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    Nancy H. Bernheimer, PDMM

    Nancy B’s Paper Management
    Certified PDMM P.O. Box 590595 Newton, Massachusetts 02459 United StatesWork Phone: 617-312-2507Work Fax: 617-244-7718Business Established: January 1, 2004Website: http://nbpapermanagement.com
    Photo of Maryann Blatsos

    Maryann Blatsos

    PresidentBlatsos CFO Solutions LLC
    Lynn, Massachusetts 01902 Work Phone: 781.595.5353Business Established: April 1, 2002Website: http://www.blatsoscfosolutions.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
    • Debt reduction
    • Negotiating with creditors
    • Medical billing issues
    • Financial coaching or counseling
    • Financial fraud issues
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
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    Michael E. Bruce

    Daily Financial Management
    9 Intrepid Circle Marblehead, Massachusetts 01945 United StatesWork Phone: 781-639-7726Work Fax: 781-639-7726Website: http://www.NSDFM.com
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    Steven Capobianco

    Stormwatch Daily Money Manager
    P.O Box 362 Franklin, Massachusetts 02038 United StatesWork Phone: 774-571-5096
    Photo of Sharon Connor LCSW

    Sharon Connor LCSW

    OwnerChoices Elder Support, LLC
    Choices Elder Support, LLC P. O. Box 1272 West Springfield, Massachusetts 01089 United StatesCell Phone: 4134395590Website: http://www.choiceseldersupport.com
    Clients Served
    • 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
    • Financial fraud issues
    • Tracking donations made to non-profits and gifts made to individuals
    Photo of Kelly Deering

    Kelly Deering

    Deering Financial Services, LLC
    Seekonk, Massachusetts 02771 United StatesWork Phone: 508-343-0166Website: http://www.deeringfinancial.com
    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
    • 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
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    Joan M. DeFinis

    Personal Money Management
    19 Garrison Road Wellesley, Massachusetts 02482 United StatesWork Phone: 617-529-7287Work Fax: 781-235-1428Website: http://learn.to/manage$
    Photo of Linda Devine

    Linda Devine

    Devine Intervention
    26 Bartlett Way Unit 1 Waltham, Massachusetts 02452 United StatesCell Phone: 781-910-1286Website: http://www.DevineIntervention.today
    Clients Served
    • Adult Children
    • Busy Professionals
    • Military Personnel and Veterans
    • 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
    • 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
    • Financial fraud issues
    • Notary services
    • Rep Payee court appointed work
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
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    Gina Distefano

    The Daily Money Manager
    PO Box 305 Lynnfield, Massachusetts 01940 United StatesCell Phone: 617-462-6323Website: http://www.thedailymoneymanager.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
    • 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
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Financial fraud issues
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
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    Anne FitzPatrick-Neu M.S.

    Let’s Pay Bills & More
    15 Church Street Waltham, Massachusetts 02452 United StatesWork Phone: 781-697-4303Website: http://www.letspaybillsandmore.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
    • 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
    • Fiduciary services - including POA, Trustee
    • Financial coaching or counseling
    • Notary services
    • 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.