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
    Photo of Ilene Amiel DMM, CDFA®

    Ilene Amiel DMM, CDFA®

    Personal Affairs Administrator, Inc.
    Mount Kisco, New York 10549 United StatesWork Phone: 914-980-0898Website: http://www.PersonalAffairsAdministrator.comWebsite: http://www.divorcefinancialconsultant.com
    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
    • Small Business Owners
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Financial record management
    • Budgeting
    • Debt reduction
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Works Remotely
    Photo of Michael F Batelli CPA

    Michael F Batelli CPA

    Managing MemberSNY Tax & Advisory Services
    100 S. Bedford Road Suite 340 Mt. Kisco, New York 10549 United StatesWork Phone: 914-708-9951
    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
    • 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
    • Rep Payee court appointed work
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    No Image Available

    Jacquelyn M. Bell CPA, MBA, PDMM

    Jacquelyn M. Bell CPA, PLLC
    Certified PDMM 7339 Tilton Road Bloomfield, New York 14469 United StatesWork Phone: 585-229-4477Work Fax: 585-229-7477Website: http://www.jmbellcpa.com
    Photo of Karen Caccavo MBA

    Karen Caccavo MBA

    PresidentPersonal Money Manager
    New City, New York 10956 United StatesWork Phone: 845-634-0076Work Phone: 914-288-5229Business Established: March 1, 2008Website: https://www.PersonalMoneyManager.net
    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
    • 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
    Photo of Steve Caccavo CSA

    Steve Caccavo CSA

    Vice PresidentPersonal Money Manager
    New City, New York 10956 United StatesWork Phone: (914) 288-5007Work Phone: (845) 634-0076Business Established: March 1, 2008Website: https://personalmoneymanager.net/Website: https://personalmoneymanager.net/meet-steve/
    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
    • Financial record management
    • 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
    No Image Available
    1000 University Avenue Suite 900 Rochester, New York 14607 United StatesWork Phone: 585-456-3440Work Fax: 585-546-5693Website: http://www.cccsofrochester.org
    No Image Available

    Klara Carames

    Klarify Company
    106 2nd Street Brooklyn, New York 11231 United StatesWork Phone: 917-364-1578Website: http://www.klarify.net
    No Image Available

    Patricia Carberry

    My BillKeeper
    PO Box 54 Katonah, New York 10536 United StatesWebsite: http://www.mybillkeeper.com
    No Image Available

    Joel L. Catania PDMM, M.B.A.

    Personal Solutions, LLC
    Certified PDMM PO Box 7566 Garden City, New York 11530 United StatesWork Phone: 516-316-0838Work Fax: 516-294-1847Business Established: March 1, 2004Website: http://www.personalsolutionsllc.biz
    Clients Served
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Military Personnel and Veterans
    • 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
    • Medical billing issues
    No Image Available

    Madeleine E. Cody

    Cody Offord, LLC
    401 East 86 Street New York, New York 10028 United StatesWork Phone: 917-667-0124Work Fax: 212-722-3618
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