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 Nancy Barker PDMM

    Nancy Barker PDMM

    Tax and Wealth Management, Inc.
    Certified PDMM 600 Superior Avenue East #2430 Cleveland, Ohio 44114 United StatesWork Phone: 216-331-7286Work Fax: 866-401-5393Website: http://www.taxandwealth.net
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Seniors and Older Adults
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Medical billing issues
    • Notary services
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    No Image Available

    Cierra Falconer

    Budget Buddy, LLC
    16781 Chagrin Boulevard Suite 447 Shaker Heights, Ohio 44120 United StatesWork Phone: 216-245-7437Website: www.your-budgetbuddy.com
    Clients Served
    • Seniors and Older Adults
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Negotiating with creditors
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Works Remotely
    No Image Available

    Sally J. Francis FPQP

    Paperwork Partners, LLC
    1435 Ridgeview Road Columbus, Ohio 43221 United StatesWork Phone: 614-915-7394
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Non-profit Organizations
    • 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
    • Notary services
    No Image Available

    Connie R. Knittle

    RKJ Associates
    1075 Merry Lane Van Wert, Ohio 45891 United StatesWork Phone: 419-238-5087Work Fax: 866-755-2460Website: http://www.RKJAssociates.com
    No Image Available

    Tina Knox

    Financial Friend, LLC
    PO Box 2982 Springfield, Ohio 45501 United StatesWork Phone: 937-408-9599Website: http://www.FinancialFriendLLC.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
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Notary services
    • Rep Payee court appointed work
    • Works Remotely
    No Image Available

    Julie Lehto

    OwnerJ.L. Money Matters, LLC
    Northfield, Ohio 44067 USACell Phone: 216-401-5050Website: http://www.jlmoneymatters.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
    • Medical billing issues
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Financial fraud issues
    • Notary services
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Diana Louiso

    Diana Louiso

    PresidentDL MoneyMatters
    4440 Lake Forest Drive Suite 134 Cincinnati, Ohio 45242 United StatesWork Phone: 513-322-1036Website: http://www.dlmoneymatters.com
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • 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
    • 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
    No Image Available

    Kevin Martin

    KAS Accounting
    4810 Cemetery Road Hilliard, Ohio 43026 United StatesWork Phone: 614-946-3700Website: http://www.kasaccounting.com
    Photo of Pamela Popovich

    Pamela Popovich

    Orange Fig Business Services, LLC
    Fairport Harbor, Ohio 44077 United StatesWork Phone: 216-299-0678
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • 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
    • Negotiating with creditors
    • 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
    • Works Remotely
    No Image Available

    Wendy Putka

    Payee Plus
    PO Box 203 Worthington, Ohio 43085 United StatesWork Phone: 614-65-3303Work Fax: 614-675-6766Website: http://www.payeeplus.org
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    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.