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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    Laura Bousquet

    Helping Hand Financial Services, LLC
    201 Brand Farm Drive South Burlington, Vermont 05403 United StatesWork Phone: 802-338-7853Website: http://www.helpinghandvt.com
    Clients Served
    • Busy Professionals
    • 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
    • Negotiating with creditors
    • Medical billing issues
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Mary Conlon PDMM

    Mary Conlon PDMM

    Conlon Services, LLC
    Certified PDMM PO Box 886 Middlebury, Vermont 05753 United StatesWork Phone: 802-349-0512Business Established: May 5, 2009Website: http://www.conlonservices.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
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Medical billing issues
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Bonnie J. Heaslip

    Bonnie J. Heaslip

    BJH Life Matters, LLC
    PO Box 414 Shelburne, Vermont 05482 United StatesWork Phone: 802-238-0918Member Since: January 1, 2013Business Established: January 26, 2016Website: http://www.bjhlifematters.com/
    Clients Served
    • Adult Children
    • Busy Professionals
    • 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
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Negotiating with creditors
    • Medical billing issues
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
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    June Langlois Lais

    Daily Money ManagerJL Daily Money Management
    P.O. Box 3385 Burlington, Vermont 05408 United StatesWork Phone: 802-951-1151Business Established: October 3, 2016
    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
    • Negotiating with creditors
    • Assisting family members or other professional who are named as fiduciaries
    • 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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    60 Fieldstone Way, #13D WhiteRiver Jct., Vermont 05001 United StatesWork Phone: 802-299-1105
    Clients Served
    • 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
    • Debt reduction
    • Negotiating with creditors
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Notary services
    • Tracking donations made to non-profits and gifts made to individuals
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    130 Allen Road Est South Burlington, Vermont 05403 United StatesWork Phone: 802-735-7300
    Photo of Robyn M. Young PDMM

    Robyn M. Young PDMM

    OwnerMoney Care, LLC
    Certified PDMM PO Box 727 Williston, Vermont 05495 United StatesWork Phone: 802-343-0389Business Established: November 24, 2005Member Since: December 12, 2005Website: http://www.moneycarevt.com
    Clients Served
    • Adult Children
    • Busy Professionals
    • 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
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Financial fraud issues
    • Notary services
    • Rep Payee court appointed work
    • Tracking donations made to non-profits and gifts made to individuals
    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.