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.
I provide bookkeeping, asset inventory and file organization for seniors and families. I educate and document digital assets for clients to protect the family heirlooms. Further, I provide Remote Office Management for Small Businesses. I have 25 years experience in IT as well as MBA with concentration in accounting and marketing.
I offer customized personal money management and organizing services for individuals and families. Reduce your stress and revitalize your life with my life-changing services. As your personal assistant and guide, I’ll help simplify, coordinate and organize your home to create a peaceful and pleasant environment that will result in a more joyful, productive life.
412 C. Pettigru StreetGreenville, South Carolina29601USAworkWork Phone:864-412-3088workEmail:INTERNETBusiness Established: July 1, 2017Business Established - F. Jordan Earle MBA20170701000000Website:http://www.jearlefinancial.com
High Net Worth Individuals and Families
Military Personnel and Veterans
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
Bill payment services for individuals and families
Bill payment services for small businesses
Financial record management
Negotiating with creditors
Fiduciary services - including POA, Trustee
Assisting family members or other professional who are named as fiduciaries
Financial coaching or counseling
Rep Payee court appointed work
Tracking donations made to non-profits and gifts made to individuals
J Earle Financial LLC (http://www.jearlefinancial.com) opened recently under the leadership of F. Jordan Earle. Earle brings more than 25 years of expertise in the financial services industry. Over the decades, he has developed an extensive network of investment advisors, legal counselors, accountants, and other professionals.
The new business provides highly customized financial administrative services to individuals, families, trusts, and private foundations.
By appointment of the Probate Court, J Earle Financial serves as the named “fiduciary” or financial decision maker. Specifically, this involves administering assets in conservatorships and estates according to the guidelines of the court.
J Earle Financial can also serve as the “managing agent” for administering the many daily financial details of high net worth individuals, families, and trusts. In this arrangement, the client enjoys retaining ultimate control and decision making while delegating the often time consuming and painstaking administration to J Earle Financial.
Jordan has spent his career as a trusted professional creating and coordinating sound connections with clients, their loved ones, and those on their personal business team.
Hall Financial Services provides daily money management services to seniors as well as to busy professionals and frequent travelers.
Our services are ideal for people in life transition (death of a spouse, divorce, temporary military relocation) and adult children concerned about geographically remote or aging parents. I will take on the day-to-day financial work for you.
Kathy Hall has more than 35 years of financial and accounting experience, and was a vice-president of finance at IBM. She is a Certified Management Accountant and Certified in Financial Management, and holds a degree in accounting and an MBA in finance. Kathy is a member of both the American Association of Daily Money Managers and the Institute of Management Accountants.
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.