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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    Cindy Beaulieu

    Helping Hands Daily Money Management
    309 Peaceful Meadows Dr NE Rio Rancho, New Mexico 87144 Cell Phone: 505-506-6338
    Clients Served
    • Busy Professionals
    • People with disabilities, chronic illness, including mental illness
    • Seniors and Older Adults
    • Small Business Owners
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Budgeting
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Works Remotely
    Photo of Susie Marbury PDMM

    Susie Marbury PDMM

    Owner, FounderChecks and Balances for You, LLC
    Certified PDMM PO Box 7158 Albuquerque, New Mexico 87194 United StatesWork Phone: 505-730-2140Business Established: November 1, 2012Member Since: November 9, 2012Website: http://www.checksandbalances4u.com
    Clients Served
    • Busy Professionals
    • High Net Worth Individuals and Families
    • 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
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Notary services
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
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    Terry Morris

    ElderWise, LLC
    1000 Cordova Place, #276 Santa Fe, New Mexico 87505 United StatesCell Phone: 505-303-3595
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    Sammie Sanchez-Davis

    Checks and Balances for You, LLC
    PO Box 7158 Albuquerque, New Mexico 87194 United StatesWork Phone: 505-730-2140Website: http://www.checksandbalances4u.com
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    Cheryl Yerby

    DirectorNecessity Payee Services
    , New Mexico Business Established: February 2, 2015
    Clients Served
    • People with disabilities, chronic illness, including mental illness
    Services Provided
    • Rep Payee court appointed work
    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.